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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 | $20,953 | $96,388-78.3% | $80,627-74.0% | $139,466-85.0% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | 3.46% | 1352.08%-1348.6pp | 936.76%-933.3pp | 373.66%-370.2pp |
| Employer contribution / active EE | $1,014 | $3,260-68.9% | $2,723-62.8% | $4,754-78.7% |
| Participant deferral / active EE | $499 | $5,224-90.4% | $4,443-88.8% | $6,712-92.6% |
| Admin fee / account holder | $779 | $6,603-88.2% | $5,381-85.5% | $11,409-93.2% |