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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 | $19,032 | $102,696-81.5% | $86,235-77.9% | $139,487-86.4% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 8.05% | 1925.91%-1917.9pp | 1170.03%-1162.0pp | 373.84%-365.8pp |
| Employer contribution / active EE | $1,036 | $3,034-65.9% | $2,381-56.5% | $4,755-78.2% |
| Participant deferral / active EE | $1,015 | $4,679-78.3% | $3,987-74.5% | $6,713-84.9% |
| Admin fee / account holder | $1,802 | $8,667-79.2% | $6,856-73.7% | $11,407-84.2% |