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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 | $19,430 | $149,040-87.0% | $120,225-83.8% | $137,256-85.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.64% | 605.68%-598.0pp | 439.23%-431.6pp | 220.34%-212.7pp |
| Employer contribution / active EE | $70 | $4,350-98.4% | $3,475-98.0% | $4,156-98.3% |
| Participant deferral / active EE | $312 | $4,655-93.3% | $3,999-92.2% | $6,407-95.1% |
| Admin fee / account holder | $862 | $6,348-86.4% | $5,696-84.9% | $12,270-93.0% |