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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 | $24,948 | $160,040-84.4% | $147,096-83.0% | $145,877-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.32% | 98.49%-95.2pp | 419.75%-416.4pp | 551.28%-548.0pp |
| Employer contribution / active EE | $2,090 | $5,289-60.5% | $4,936-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $401 | $8,429-95.2% | $8,071-95.0% | $6,691-94.0% |
| Admin fee / account holder | $407 | $15,050-97.3% | $13,005-96.9% | $13,402-97.0% |