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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 | $22,161 | $183,592-87.9% | $155,567-85.8% | $145,959-84.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 61.24%-54.7pp | 64.74%-58.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $4,163 | $5,315-21.7% | $4,674-10.9% | $4,661-10.7% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $564 | $19,318-97.1% | $15,916-96.5% | $13,398-95.8% |