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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 | $70,000 | $108,897-35.7% | $100,378-30.3% | $145,877-52.0% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 9.37% | 58.17%-48.8pp | 49.41%-40.0pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $771 | $8,455-90.9% | $8,087-90.5% | $6,691-88.5% |
| Admin fee / account holder | $14,675 | $9,690+51.4% | $7,899+85.8% | $13,402+9.5% |