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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 | $16,934 | $107,368-84.2% | $92,915-81.8% | $152,909-88.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 6.63% | 145.64%-139.0pp | 109.45%-102.8pp | 345.46%-338.8pp |
| Employer contribution / active EE | $2,542 | $4,222-39.8% | $3,653-30.4% | $4,764-46.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,637 | $7,082-62.8% | $5,796-54.5% | $11,601-77.3% |