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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 | $88,815-82.1% | $81,882-80.6% | $145,897-89.1% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 7.63% | 1033.75%-1026.1pp | 779.47%-771.8pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,139 | $3,086-30.7% | $2,916-26.7% | $4,663-54.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,276 | $8,434-84.9% | $7,360-82.7% | $13,390-90.5% |