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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 | $7,151 | $96,678-92.6% | $86,640-91.7% | $139,466-94.9% |
| Participation rate | 82.4% | 74.4%+7.9pp | 71.7%+10.6pp | 80.3%+2.0pp |
| Annual return | 8.74% | 106.69%-97.9pp | 592.52%-583.8pp | 373.66%-364.9pp |
| Employer contribution / active EE | $1,573 | $3,265-51.8% | $3,024-48.0% | $4,754-66.9% |
| Participant deferral / active EE | $337 | $4,837-93.0% | $4,438-92.4% | $6,712-95.0% |
| Admin fee / account holder | $1,910 | $6,410-70.2% | $5,616-66.0% | $11,409-83.3% |