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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 | $23,785 | $165,399-85.6% | $149,745-84.1% | $158,982-85.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 1.47% | 348.34%-346.9pp | 276.72%-275.2pp | 302.99%-301.5pp |
| Employer contribution / active EE | $7,580 | $5,105+48.5% | $4,646+63.2% | $4,763+59.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,901 | $10,811-82.4% | $9,312-79.6% | $11,252-83.1% |