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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 | $108,897-45.0% | $100,378-40.4% | $145,877-59.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.61% | 58.17%-49.6pp | 49.41%-40.8pp | 551.28%-542.7pp |
| Employer contribution / active EE | $522 | $4,420-88.2% | $3,942-86.8% | $4,663-88.8% |
| Participant deferral / active EE | $450 | $8,455-94.7% | $8,087-94.4% | $6,691-93.3% |
| Admin fee / account holder | $2,526 | $9,690-73.9% | $7,899-68.0% | $13,402-81.2% |