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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 | $5,134 | $88,754-94.2% | $81,820-93.7% | $145,877-96.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 8.62% | 1031.77%-1023.1pp | 777.93%-769.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $390 | $3,085-87.3% | $2,915-86.6% | $4,663-91.6% |
| Participant deferral / active EE | $540 | $4,648-88.4% | $4,323-87.5% | $6,691-91.9% |
| Admin fee / account holder | $1,088 | $8,424-87.1% | $7,391-85.3% | $13,402-91.9% |