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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 | $13,729 | $108,942-87.4% | $100,415-86.3% | $145,897-90.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.70% | 58.27%-50.6pp | 49.47%-41.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,852 | $4,422-58.1% | $3,943-53.0% | $4,663-60.3% |
| Participant deferral / active EE | $1,416 | $8,461-83.3% | $8,091-82.5% | $6,689-78.8% |
| Admin fee / account holder | $483 | $9,702-95.0% | $7,906-93.9% | $13,390-96.4% |