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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 | $20,657 | $176,077-88.3% | $159,455-87.0% | $167,518-87.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.59% | 331.83%-327.2pp | 263.63%-259.0pp | 478.71%-474.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $822 | $7,751-89.4% | $7,353-88.8% | $6,342-87.0% |
| Admin fee / account holder | $54,259 | $12,556+332.1% | $10,800+402.4% | $12,312+340.7% |