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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 | $10,357 | $73,421-85.9% | $66,439-84.4% | $155,188-93.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 6.11% | 1382.37%-1376.3pp | 757.66%-751.6pp | 148.84%-142.7pp |
| Employer contribution / active EE | $914 | $3,039-69.9% | $2,637-65.3% | $4,248-78.5% |
| Participant deferral / active EE | $506 | $4,680-89.2% | $3,876-87.0% | $6,531-92.3% |
| Admin fee / account holder | $12,310 | $8,856+39.0% | $6,173+99.4% | $14,480-15.0% |