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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 | $8,349 | $88,754-90.6% | $81,820-89.8% | $145,877-94.3% |
| Participation rate | 90.5% | 75.1%+15.4pp | 72.4%+18.1pp | 80.3%+10.2pp |
| Annual return | 8.59% | 1031.77%-1023.2pp | 777.93%-769.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $753 | $3,085-75.6% | $2,915-74.2% | $4,663-83.8% |
| Participant deferral / active EE | $529 | $4,648-88.6% | $4,323-87.8% | $6,691-92.1% |
| Admin fee / account holder | $2,088 | $8,424-75.2% | $7,391-71.7% | $13,402-84.4% |