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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 | $23,832 | $102,938-76.8% | $94,105-74.7% | $138,895-82.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 2.19% | 250.28%-248.1pp | 204.55%-202.4pp | 145.39%-143.2pp |
| Employer contribution / active EE | $3,750 | $2,732+37.3% | $2,504+49.7% | $4,194-10.6% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $529 | $6,600-92.0% | $6,199-91.5% | $12,562-95.8% |