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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 | $19,446 | $102,595-81.0% | $94,057-79.3% | $154,746-87.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 7.65% | 583.42%-575.8pp | 480.62%-473.0pp | 172.34%-164.7pp |
| Employer contribution / active EE | $588 | $3,147-81.3% | $2,933-80.0% | $4,379-86.6% |
| Participant deferral / active EE | $721 | $5,118-85.9% | $4,709-84.7% | $6,730-89.3% |
| Admin fee / account holder | $2,573 | $7,736-66.7% | $7,244-64.5% | $14,365-82.1% |