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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 | $14,046 | $111,814-87.4% | $103,378-86.4% | $145,978-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.07% | 24.80%-18.7pp | 24.91%-18.8pp | 550.52%-544.4pp |
| Employer contribution / active EE | $4,672 | $4,215+10.8% | $3,870+20.7% | $4,662+0.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $393 | $9,764-96.0% | $8,401-95.3% | $13,400-97.1% |