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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 | $10,927 | $100,938-89.2% | $90,461-87.9% | $158,982-93.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 3.01% | 1727.20%-1724.2pp | 1294.76%-1291.8pp | 302.99%-300.0pp |
| Employer contribution / active EE | $1,752 | $3,691-52.5% | $3,264-46.3% | $4,763-63.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,827 | $6,510-10.5% | $5,617+3.7% | $11,252-48.2% |