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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 | $18,288 | $211,224-91.3% | $178,505-89.8% | $145,897-87.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.00% | 30.28%-26.3pp | 27.16%-23.2pp | 552.29%-548.3pp |
| Employer contribution / active EE | $2,704 | $4,577-40.9% | $3,955-31.6% | $4,663-42.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $917 | $12,109-92.4% | $10,428-91.2% | $13,390-93.1% |