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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 | $22,832 | $104,937-78.2% | $84,628-73.0% | $152,897-85.1% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.5%+9.9pp |
| Annual return | 3.47% | 373.88%-370.4pp | 258.80%-255.3pp | 345.43%-342.0pp |
| Employer contribution / active EE | $756 | $3,303-77.1% | $2,653-71.5% | $4,764-84.1% |
| Participant deferral / active EE | $504 | $4,690-89.3% | $3,900-87.1% | $5,851-91.4% |
| Admin fee / account holder | $763 | $6,243-87.8% | $4,914-84.5% | $11,599-93.4% |