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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 | $88,815-76.6% | $81,882-74.6% | $145,897-85.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 0.44% | 1033.75%-1033.3pp | 779.47%-779.0pp | 552.29%-551.9pp |
| Employer contribution / active EE | $2,355 | $3,086-23.7% | $2,916-19.2% | $4,663-49.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $896 | $8,434-89.4% | $7,360-87.8% | $13,390-93.3% |