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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 | $8,392 | $70,366-88.1% | $66,674-87.4% | $138,895-94.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.73% | 386.41%-376.7pp | 321.24%-311.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $564 | $2,765-79.6% | $2,620-78.5% | $4,194-86.6% |
| Participant deferral / active EE | $434 | $4,374-90.1% | $4,084-89.4% | $6,396-93.2% |
| Admin fee / account holder | $3,789 | $5,262-28.0% | $5,098-25.7% | $12,562-69.8% |