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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 | $14,226 | $108,942-86.9% | $100,415-85.8% | $145,897-90.2% |
| Participation rate | 90.5% | 83.0%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 0.86% | 58.27%-57.4pp | 49.47%-48.6pp | 552.29%-551.4pp |
| Employer contribution / active EE | $3,316 | $4,422-25.0% | $3,943-15.9% | $4,663-28.9% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $585 | $9,702-94.0% | $7,906-92.6% | $13,390-95.6% |