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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 | $21,941 | $176,077-87.5% | $159,455-86.2% | $167,518-86.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.91% | 331.83%-325.9pp | 263.63%-257.7pp | 478.71%-472.8pp |
| Employer contribution / active EE | $2,294 | $5,298-56.7% | $4,830-52.5% | $4,838-52.6% |
| Participant deferral / active EE | $2,294 | $7,751-70.4% | $7,353-68.8% | $6,342-63.8% |
| Admin fee / account holder | $838 | $12,556-93.3% | $10,800-92.2% | $12,312-93.2% |