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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 | $10,536 | $102,595-89.7% | $94,057-88.8% | $154,746-93.2% |
| Participation rate | 90.5% | 76.0%+14.5pp | 73.3%+17.1pp | 80.7%+9.8pp |
| Annual return | 4.85% | 583.42%-578.6pp | 480.62%-475.8pp | 172.34%-167.5pp |
| Employer contribution / active EE | $1,368 | $3,147-56.5% | $2,933-53.4% | $4,379-68.8% |
| Participant deferral / active EE | $815 | $5,118-84.1% | $4,709-82.7% | $6,730-87.9% |
| Admin fee / account holder | $4,260 | $7,736-44.9% | $7,244-41.2% | $14,365-70.3% |