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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 | $23,233 | $111,785-79.2% | $93,669-75.2% | $145,877-84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.29% | 203.79%-196.5pp | 133.59%-126.3pp | 551.28%-544.0pp |
| Employer contribution / active EE | $922 | $3,096-70.2% | $2,424-62.0% | $4,663-80.2% |
| Participant deferral / active EE | $959 | $4,919-80.5% | $4,416-78.3% | $6,691-85.7% |
| Admin fee / account holder | $6,472 | $10,256-36.9% | $8,291-21.9% | $13,402-51.7% |