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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 | $11,616 | $88,710-86.9% | $81,783-85.8% | $145,959-92.0% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 7.48% | 1027.26%-1019.8pp | 775.05%-767.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $1,464 | $3,083-52.5% | $2,913-49.7% | $4,661-68.6% |
| Participant deferral / active EE | $570 | $4,645-87.7% | $4,320-86.8% | $6,689-91.5% |
| Admin fee / account holder | $807 | $8,407-90.4% | $7,380-89.1% | $13,398-94.0% |