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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 | $5,294 | $70,366-92.5% | $66,674-92.1% | $138,895-96.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 9.76% | 386.41%-376.6pp | 321.24%-311.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $758 | $2,765-72.6% | $2,620-71.1% | $4,194-81.9% |
| Participant deferral / active EE | $339 | $4,374-92.2% | $4,084-91.7% | $6,396-94.7% |
| Admin fee / account holder | $1,148 | $5,262-78.2% | $5,098-77.5% | $12,562-90.9% |