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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 | $16,137 | $68,097-76.3% | $62,929-74.4% | $137,256-88.2% |
| Participation rate | 94.4% | 77.4%+17.0pp | 73.1%+21.3pp | 80.0%+14.5pp |
| Annual return | 9.61% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $645 | $2,811-77.1% | $2,505-74.3% | $4,156-84.5% |
| Participant deferral / active EE | $507 | $4,553-88.9% | $3,888-87.0% | $6,407-92.1% |
| Admin fee / account holder | $738 | $6,521-88.7% | $5,065-85.4% | $12,270-94.0% |