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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 | $20,951 | $176,105-88.1% | $159,474-86.9% | $167,536-87.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.81% | 331.91%-331.1pp | 263.68%-262.9pp | 478.82%-478.0pp |
| Employer contribution / active EE | $1,867 | $5,299-64.8% | $4,831-61.4% | $4,839-61.4% |
| Participant deferral / active EE | $842 | $7,751-89.1% | $7,353-88.6% | $6,342-86.7% |
| Admin fee / account holder | $3,154 | $12,559-74.9% | $10,802-70.8% | $12,315-74.4% |