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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 | $20,172 | $72,071-72.0% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.06% | 353.14%-344.1pp | 292.57%-283.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,443 | $2,788-48.2% | $2,649-45.5% | $4,156-65.3% |
| Participant deferral / active EE | $157 | $4,410-96.4% | $4,123-96.2% | $6,407-97.5% |
| Admin fee / account holder | $440 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |