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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 | $88,815-93.1% | $81,882-92.5% | $145,897-95.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 9.39% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,762 | $3,086-42.9% | $2,916-39.6% | $4,663-62.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,178 | $8,434-86.0% | $7,360-84.0% | $13,390-91.2% |