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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 | $21,497 | $183,539-88.3% | $155,556-86.2% | $145,897-85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.79% | 61.31%-57.5pp | 64.84%-61.0pp | 552.29%-548.5pp |
| Employer contribution / active EE | $6,394 | $5,315+20.3% | $4,675+36.8% | $4,663+37.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $977 | $19,275-94.9% | $15,885-93.8% | $13,390-92.7% |