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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 | $17,540 | $72,465-75.8% | $67,575-74.0% | $145,884-88.0% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 7.70% | 7222.56%-7214.9pp | 3528.98%-3521.3pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,349 | $3,074-56.1% | $2,736-50.7% | $4,662-71.1% |
| Participant deferral / active EE | $837 | $4,786-82.5% | $4,003-79.1% | $6,690-87.5% |
| Admin fee / account holder | $442 | $5,515-92.0% | $3,993-88.9% | $13,392-96.7% |