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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 | $30,602 | $90,397-66.1% | $76,002-59.7% | $145,959-79.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.94% | 621.97%-616.0pp | 360.07%-354.1pp | 561.95%-556.0pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $245 | $5,163-95.3% | $4,257-94.2% | $6,689-96.3% |
| Admin fee / account holder | $417 | $8,369-95.0% | $6,414-93.5% | $13,398-96.9% |