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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 | $7,374 | $88,778-91.7% | $81,844-91.0% | $145,884-94.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 9.21% | 1033.03%-1023.8pp | 778.87%-769.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,025 | $3,087-66.8% | $2,916-64.9% | $4,662-78.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $379 | $8,430-95.5% | $7,355-94.8% | $13,392-97.2% |