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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 | $13,509 | $88,815-84.8% | $81,882-83.5% | $145,897-90.7% |
| Participation rate | 76.2% | 75.1%+1.1pp | 72.4%+3.8pp | 80.3%-4.1pp |
| Annual return | 5.83% | 1033.75%-1027.9pp | 779.47%-773.6pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $555 | $4,647-88.0% | $4,323-87.2% | $6,689-91.7% |
| Admin fee / account holder | $1,718 | $8,434-79.6% | $7,360-76.7% | $13,390-87.2% |