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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 | $110,889 | $157,296-29.5% | $141,191-21.5% | $152,897-27.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 10.07% | 64.34%-54.3pp | 71.41%-61.3pp | 345.43%-335.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,040 | $7,111-85.4% | $6,710-84.5% | $5,851-82.2% |
| Admin fee / account holder | $29,457 | $12,125+143.0% | $10,264+187.0% | $11,599+154.0% |