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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 | $23,243 | $175,212-86.7% | $149,682-84.5% | $139,427-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.93% | 166.63%-162.7pp | 134.35%-130.4pp | 373.27%-369.3pp |
| Employer contribution / active EE | $1,995 | $5,475-63.6% | $4,818-58.6% | $4,752-58.0% |
| Participant deferral / active EE | $367 | $6,520-94.4% | $5,681-93.5% | $6,711-94.5% |
| Admin fee / account holder | $1,840 | $16,150-88.6% | $13,210-86.1% | $11,404-83.9% |