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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 | $13,819 | $100,073-86.2% | $85,126-83.8% | $145,877-90.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.25% | 84.11%-76.9pp | 66.63%-59.4pp | 551.28%-544.0pp |
| Employer contribution / active EE | $6,279 | $3,236+94.0% | $2,731+129.9% | $4,663+34.7% |
| Participant deferral / active EE | $753 | $5,294-85.8% | $4,523-83.4% | $6,691-88.8% |
| Admin fee / account holder | $393 | $7,261-94.6% | $6,160-93.6% | $13,402-97.1% |