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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 | $11,377 | $57,330-80.2% | $86,656-86.9% | $75,177-84.9% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 8.00% | 2675.40%-2667.4pp | 593.09%-585.1pp | 160.75%-152.8pp |
| Employer contribution / active EE | $1,462 | $2,316-36.9% | $3,025-51.7% | $2,671-45.3% |
| Participant deferral / active EE | $465 | $3,320-86.0% | $4,439-89.5% | $4,126-88.7% |
| Admin fee / account holder | $1,104 | $4,115-73.2% | $5,619-80.3% | $5,651-80.5% |