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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 | $23,145 | $88,815-73.9% | $81,882-71.7% | $145,897-84.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.05% | 1033.75%-1024.7pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,539 | $3,086-50.1% | $2,916-47.2% | $4,663-67.0% |
| Participant deferral / active EE | $247 | $4,647-94.7% | $4,323-94.3% | $6,689-96.3% |
| Admin fee / account holder | $783 | $8,434-90.7% | $7,360-89.4% | $13,390-94.2% |