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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 | $6,102 | $88,710-93.1% | $81,783-92.5% | $145,959-95.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 9.39% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,762 | $3,083-42.9% | $2,913-39.5% | $4,661-62.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,178 | $8,407-86.0% | $7,380-84.0% | $13,398-91.2% |