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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 | $9,351 | $72,071-87.0% | $68,368-86.3% | $137,256-93.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 11.73% | 353.14%-341.4pp | 292.57%-280.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $581 | $2,788-79.2% | $2,649-78.1% | $4,156-86.0% |
| Participant deferral / active EE | $588 | $4,410-86.7% | $4,123-85.7% | $6,407-90.8% |
| Admin fee / account holder | $1,291 | $5,336-75.8% | $5,150-74.9% | $12,270-89.5% |