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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 | $26,624 | $108,897-75.6% | $100,378-73.5% | $145,877-81.7% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 6.94% | 58.17%-51.2pp | 49.41%-42.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $667 | $4,420-84.9% | $3,942-83.1% | $4,663-85.7% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,007 | $9,690-79.3% | $7,899-74.6% | $13,402-85.0% |