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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 | $24,622 | $159,978-84.6% | $147,041-83.3% | $145,978-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.93% | 98.36%-94.4pp | 419.21%-415.3pp | 550.52%-546.6pp |
| Employer contribution / active EE | $1,997 | $5,288-62.2% | $4,935-59.5% | $4,662-57.2% |
| Participant deferral / active EE | $401 | $8,429-95.2% | $8,071-95.0% | $6,690-94.0% |
| Admin fee / account holder | $2,050 | $15,053-86.4% | $13,006-84.2% | $13,400-84.7% |