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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 | $21,324 | $102,595-79.2% | $94,057-77.3% | $154,746-86.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 3.68% | 583.42%-579.7pp | 480.62%-476.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $431 | $3,147-86.3% | $2,933-85.3% | $4,379-90.2% |
| Participant deferral / active EE | $618 | $5,118-87.9% | $4,709-86.9% | $6,730-90.8% |
| Admin fee / account holder | $760 | $7,736-90.2% | $7,244-89.5% | $14,365-94.7% |