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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 | $52,886 | $180,749-70.7% | $160,784-67.1% | $137,256-61.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.03% | 2234.46%-2227.4pp | 1803.92%-1796.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $767 | $4,155-81.5% | $3,733-79.5% | $4,156-81.5% |
| Participant deferral / active EE | $495 | $6,844-92.8% | $6,293-92.1% | $6,407-92.3% |
| Admin fee / account holder | $1,079 | $10,397-89.6% | $9,717-88.9% | $12,270-91.2% |