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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 | $41,277 | $148,629-72.2% | $135,982-69.6% | $139,487-70.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.23% | 79.33%-70.1pp | 68.32%-59.1pp | 373.84%-364.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,022 | $8,102-75.0% | $7,760-73.9% | $6,713-69.9% |
| Admin fee / account holder | $10,180 | $12,406-17.9% | $10,767-5.5% | $11,407-10.8% |