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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 | $59,854 | $108,911-45.0% | $100,392-40.4% | $145,884-59.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.61% | 58.23%-49.6pp | 49.45%-40.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $522 | $4,420-88.2% | $3,941-86.7% | $4,662-88.8% |
| Participant deferral / active EE | $450 | $8,459-94.7% | $8,090-94.4% | $6,690-93.3% |
| Admin fee / account holder | $2,526 | $9,698-74.0% | $7,904-68.0% | $13,392-81.1% |