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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 | $23,978 | $165,399-85.5% | $149,745-84.0% | $158,982-84.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.34% | 348.34%-348.0pp | 276.72%-276.4pp | 302.99%-302.6pp |
| Employer contribution / active EE | $16,878 | $5,105+230.6% | $4,646+263.3% | $4,763+254.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,000 | $10,811+11.0% | $9,312+28.9% | $11,252+6.7% |