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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 | $57,513 | $166,020-65.4% | $164,866-65.1% | $145,959-60.6% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 8.08% | 100.08%-92.0pp | 69.97%-61.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,517 | $6,961-78.2% | $6,033-74.9% | $6,689-77.3% |
| Admin fee / account holder | $7,700 | $16,644-53.7% | $12,689-39.3% | $13,398-42.5% |