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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 | $86,156 | $109,872-21.6% | $98,483-12.5% | $167,536-48.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 8.88% | 1959.31%-1950.4pp | 1494.38%-1485.5pp | 478.82%-469.9pp |
| Employer contribution / active EE | $306 | $3,225-90.5% | $2,961-89.7% | $4,839-93.7% |
| Participant deferral / active EE | $613 | $4,673-86.9% | $4,276-85.7% | $6,342-90.3% |
| Admin fee / account holder | $4,307 | $6,757-36.3% | $5,953-27.6% | $12,315-65.0% |