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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 | $10,162 | $57,330-82.3% | $86,656-88.3% | $75,177-86.5% |
| Participation rate | 94.6% | 63.2%+31.4pp | 71.7%+22.9pp | 67.2%+27.4pp |
| Annual return | 13.41% | 2675.40%-2662.0pp | 593.09%-579.7pp | 160.75%-147.3pp |
| Employer contribution / active EE | $995 | $2,316-57.0% | $3,025-67.1% | $2,671-62.7% |
| Participant deferral / active EE | $582 | $3,320-82.5% | $4,439-86.9% | $4,126-85.9% |
| Admin fee / account holder | $1,866 | $4,115-54.7% | $5,619-66.8% | $5,651-67.0% |