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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 | $20,916 | $175,231-88.1% | $149,696-86.0% | $139,466-85.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.14% | 166.77%-160.6pp | 134.46%-128.3pp | 373.66%-367.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,077 | $6,521-83.5% | $5,682-81.0% | $6,712-84.0% |
| Admin fee / account holder | $3,075 | $16,155-81.0% | $13,212-76.7% | $11,409-73.0% |