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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 | $47,896 | $154,193-68.9% | $130,045-63.2% | $139,466-65.7% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 9.34% | 32.51%-23.2pp | -137.30%+146.6pp | 373.66%-364.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,788 | $6,709-73.3% | $5,820-69.3% | $6,712-73.4% |
| Admin fee / account holder | $652 | $13,989-95.3% | $10,600-93.8% | $11,409-94.3% |