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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 | $16,919 | $102,938-83.6% | $94,105-82.0% | $138,895-87.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 9.76% | 250.28%-240.5pp | 204.55%-194.8pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,364 | $2,732-50.1% | $2,504-45.5% | $4,194-67.5% |
| Participant deferral / active EE | $14 | $4,196-99.7% | $3,881-99.6% | $6,396-99.8% |
| Admin fee / account holder | $2,791 | $6,600-57.7% | $6,199-55.0% | $12,562-77.8% |