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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 | $25,870 | $150,447-82.8% | $136,298-81.0% | $147,586-82.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.23% | 1049.15%-1047.9pp | 5156.27%-5155.0pp | 578.59%-577.4pp |
| Employer contribution / active EE | $947 | $5,256-82.0% | $4,696-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $209 | $6,631-96.9% | $6,247-96.7% | $5,439-96.2% |
| Admin fee / account holder | $7,669 | $10,906-29.7% | $9,244-17.0% | $10,886-29.6% |