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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 | $26,446 | $70,121-62.3% | $63,803-58.6% | $138,895-81.0% |
| Participation rate | 92.3% | 77.2%+15.1pp | 72.7%+19.6pp | 79.9%+12.4pp |
| Annual return | 7.83% | 946.48%-938.6pp | 543.72%-535.9pp | 145.39%-137.6pp |
| Employer contribution / active EE | $662 | $2,882-77.0% | $2,532-73.9% | $4,194-84.2% |
| Participant deferral / active EE | $201 | $4,535-95.6% | $3,843-94.8% | $6,396-96.9% |
| Admin fee / account holder | $1,118 | $6,738-83.4% | $5,196-78.5% | $12,562-91.1% |