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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 | $13,887 | $174,379-92.0% | $152,093-90.9% | $138,895-90.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.58% | 74.86%-74.3pp | 66.36%-65.8pp | 145.39%-144.8pp |
| Employer contribution / active EE | $5,802 | $4,652+24.7% | $4,175+39.0% | $4,194+38.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,766 | $16,880-89.5% | $14,497-87.8% | $12,562-85.9% |