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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 | $72,224 | $125,184-42.3% | $105,607-31.6% | $145,884-50.5% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 6.24% | 225.00%-218.8pp | 116.11%-109.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $67 | $5,714-98.8% | $5,011-98.7% | $6,690-99.0% |
| Admin fee / account holder | $798 | $17,133-95.3% | $10,958-92.7% | $13,392-94.0% |