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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 | $15,281 | $54,679-72.1% | $76,119-79.9% | $74,459-79.5% |
| Participation rate | 93.1% | 60.3%+32.7pp | 69.1%+24.0pp | 67.2%+25.8pp |
| Annual return | 6.53% | 31.90%-25.4pp | 361.25%-354.7pp | 1369.70%-1363.2pp |
| Employer contribution / active EE | $5,221 | $1,781+193.1% | $2,693+93.9% | $2,626+98.8% |
| Participant deferral / active EE | $26 | $3,072-99.2% | $4,259-99.4% | $4,350-99.4% |
| Admin fee / account holder | $3,426 | $2,238+53.1% | $6,421-46.6% | $1,945+76.2% |