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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 | $24,499 | $150,447-83.7% | $136,298-82.0% | $147,586-83.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 4.02% | 1049.15%-1045.1pp | 5156.27%-5152.2pp | 578.59%-574.6pp |
| Employer contribution / active EE | $986 | $5,256-81.2% | $4,696-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,601 | $6,631-75.9% | $6,247-74.4% | $5,439-70.6% |
| Admin fee / account holder | $666 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |