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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,403 | $176,105-87.3% | $159,474-86.0% | $167,536-86.6% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 5.44% | 331.91%-326.5pp | 263.68%-258.2pp | 478.82%-473.4pp |
| Employer contribution / active EE | $960 | $5,299-81.9% | $4,831-80.1% | $4,839-80.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,405 | $12,559-88.8% | $10,802-87.0% | $12,315-88.6% |