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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 | $23,774 | $102,595-76.8% | $94,057-74.7% | $154,746-84.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 7.65% | 583.42%-575.8pp | 480.62%-473.0pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,438 | $3,147-54.3% | $2,933-51.0% | $4,379-67.2% |
| Participant deferral / active EE | $943 | $5,118-81.6% | $4,709-80.0% | $6,730-86.0% |
| Admin fee / account holder | $504 | $7,736-93.5% | $7,244-93.0% | $14,365-96.5% |