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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 | $21,264 | $127,298-83.3% | $109,916-80.7% | $167,553-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.34% | 22.97%-20.6pp | 29.46%-27.1pp | 478.89%-476.6pp |
| Employer contribution / active EE | $2,316 | $3,325-30.4% | $2,844-18.6% | $4,840-52.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,351 | $7,119-81.0% | $6,069-77.7% | $12,316-89.0% |