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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 | $13,784 | $100,895-86.3% | $90,430-84.8% | $158,950-91.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 2.07% | 1725.54%-1723.5pp | 1293.73%-1291.7pp | 302.91%-300.8pp |
| Employer contribution / active EE | $518 | $3,689-86.0% | $3,262-84.1% | $4,762-89.1% |
| Participant deferral / active EE | $614 | $4,347-85.9% | $3,963-84.5% | $5,983-89.7% |
| Admin fee / account holder | $956 | $6,505-85.3% | $5,613-83.0% | $11,248-91.5% |