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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 | $73,421-64.0% | $66,439-60.2% | $155,188-83.0% |
| Participation rate | 92.3% | 79.7%+12.6pp | 74.5%+17.8pp | 80.8%+11.5pp |
| Annual return | 7.83% | 1382.37%-1374.5pp | 757.66%-749.8pp | 148.84%-141.0pp |
| Employer contribution / active EE | $662 | $3,039-78.2% | $2,637-74.9% | $4,248-84.4% |
| Participant deferral / active EE | $201 | $4,680-95.7% | $3,876-94.8% | $6,531-96.9% |
| Admin fee / account holder | $1,118 | $8,856-87.4% | $6,173-81.9% | $14,480-92.3% |