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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 | $19,814 | $96,419-79.5% | $80,648-75.4% | $139,487-85.8% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 4.68% | 1352.86%-1348.2pp | 937.21%-932.5pp | 373.84%-369.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $526 | $5,225-89.9% | $4,443-88.2% | $6,713-92.2% |
| Admin fee / account holder | $887 | $6,605-86.6% | $5,382-83.5% | $11,407-92.2% |