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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 | $15,876 | $88,702-82.1% | $81,780-80.6% | $145,978-89.1% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 7.63% | 1029.12%-1021.5pp | 776.27%-768.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $2,139 | $3,084-30.7% | $2,914-26.6% | $4,662-54.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,276 | $8,414-84.8% | $7,384-82.7% | $13,400-90.5% |