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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 | $22,414 | $227,597-90.2% | $189,575-88.2% | $167,536-86.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.74% | 78.44%-75.7pp | 64.19%-61.5pp | 478.82%-476.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $990 | $7,002-85.9% | $6,174-84.0% | $6,342-84.4% |
| Admin fee / account holder | $2,126 | $11,877-82.1% | $9,806-78.3% | $12,315-82.7% |