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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 | $22,966 | $176,105-87.0% | $159,474-85.6% | $167,536-86.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.01% | 331.91%-326.9pp | 263.68%-258.7pp | 478.82%-473.8pp |
| Employer contribution / active EE | $6,015 | $5,299+13.5% | $4,831+24.5% | $4,839+24.3% |
| Participant deferral / active EE | $722 | $7,751-90.7% | $7,353-90.2% | $6,342-88.6% |
| Admin fee / account holder | $7,253 | $12,559-42.2% | $10,802-32.9% | $12,315-41.1% |