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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 | $18,554 | $100,938-81.6% | $90,461-79.5% | $158,982-88.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.01% | 1727.20%-1723.2pp | 1294.76%-1290.8pp | 302.99%-299.0pp |
| Employer contribution / active EE | $866 | $3,691-76.5% | $3,264-73.5% | $4,763-81.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,700 | $6,510-73.9% | $5,617-69.7% | $11,252-84.9% |