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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 | $13,762 | $72,465-81.0% | $67,575-79.6% | $145,884-90.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.09% | 7222.56%-7217.5pp | 3528.98%-3523.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $3,090 | $3,074+0.5% | $2,736+13.0% | $4,662-33.7% |
| Participant deferral / active EE | $800 | $4,786-83.3% | $4,003-80.0% | $6,690-88.0% |
| Admin fee / account holder | $14,569 | $5,515+164.1% | $3,993+264.9% | $13,392+8.8% |