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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 | $14,763 | $103,038-85.7% | $90,324-83.7% | $152,909-90.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 7.53% | 95.25%-87.7pp | 78.15%-70.6pp | 345.46%-337.9pp |
| Employer contribution / active EE | $575 | $3,141-81.7% | $2,856-79.9% | $4,764-87.9% |
| Participant deferral / active EE | $575 | $4,282-86.6% | $3,885-85.2% | $5,851-90.2% |
| Admin fee / account holder | $590 | $6,177-90.4% | $5,356-89.0% | $11,601-94.9% |