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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 | $12,919 | $110,337-88.3% | $102,383-87.4% | $145,877-91.1% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 4.19% | 24.83%-20.6pp | 24.94%-20.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $3,013 | $4,216-28.5% | $3,870-22.1% | $4,663-35.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $438 | $9,750-95.5% | $8,391-94.8% | $13,402-96.7% |