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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 | $12,809 | $102,638-87.5% | $81,991-84.4% | $158,966-91.9% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.3%+12.6pp | 82.0%-0.1pp |
| Annual return | 4.65% | 61.05%-56.4pp | 41.31%-36.7pp | 302.95%-298.3pp |
| Employer contribution / active EE | $500 | $3,241-84.6% | $2,498-80.0% | $4,762-89.5% |
| Participant deferral / active EE | $1,032 | $4,649-77.8% | $3,722-72.3% | $5,983-82.7% |
| Admin fee / account holder | $5,947 | $8,237-27.8% | $5,665+5.0% | $11,250-47.1% |