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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 | $65,944 | $144,130-54.2% | $117,861-44.0% | $147,586-55.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 2.46% | 531.20%-528.7pp | 335.11%-332.6pp | 578.59%-576.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $936 | $5,316-82.4% | $4,482-79.1% | $5,439-82.8% |
| Admin fee / account holder | $12,530 | $10,887+15.1% | $8,021+56.2% | $10,886+15.1% |