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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 | $20,801 | $88,710-76.6% | $81,783-74.6% | $145,959-85.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 0.44% | 1027.26%-1026.8pp | 775.05%-774.6pp | 561.95%-561.5pp |
| Employer contribution / active EE | $2,355 | $3,083-23.6% | $2,913-19.1% | $4,661-49.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $896 | $8,407-89.3% | $7,380-87.9% | $13,398-93.3% |