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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 | $14,498 | $68,097-78.7% | $62,929-77.0% | $137,256-89.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.32% | 1859.11%-1849.8pp | 1063.93%-1054.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $407 | $2,811-85.5% | $2,505-83.7% | $4,156-90.2% |
| Participant deferral / active EE | $280 | $4,553-93.9% | $3,888-92.8% | $6,407-95.6% |
| Admin fee / account holder | $4,819 | $6,521-26.1% | $5,065-4.9% | $12,270-60.7% |