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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 | $7,108 | $68,097-89.6% | $62,929-88.7% | $137,256-94.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 3.65% | 1859.11%-1855.5pp | 1063.93%-1060.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $566 | $2,811-79.9% | $2,505-77.4% | $4,156-86.4% |
| Participant deferral / active EE | $603 | $4,553-86.8% | $3,888-84.5% | $6,407-90.6% |
| Admin fee / account holder | $5,893 | $6,521-9.6% | $5,065+16.4% | $12,270-52.0% |