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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 | $24,870 | $155,833-84.0% | $124,693-80.1% | $167,518-85.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 4.27% | 17.98%-13.7pp | 5144.19%-5139.9pp | 478.71%-474.4pp |
| Employer contribution / active EE | $936 | $4,164-77.5% | $3,324-71.8% | $4,838-80.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $318 | $9,534-96.7% | $7,494-95.8% | $12,312-97.4% |