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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 | $7,852 | $96,388-91.9% | $80,627-90.3% | $139,466-94.4% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 10.19% | 1352.08%-1341.9pp | 936.76%-926.6pp | 373.66%-363.5pp |
| Employer contribution / active EE | $447 | $3,260-86.3% | $2,723-83.6% | $4,754-90.6% |
| Participant deferral / active EE | $784 | $5,224-85.0% | $4,443-82.3% | $6,712-88.3% |
| Admin fee / account holder | $1,178 | $6,603-82.2% | $5,381-78.1% | $11,409-89.7% |