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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 | $21,414 | $72,071-70.3% | $68,368-68.7% | $137,256-84.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 9.12% | 353.14%-344.0pp | 292.57%-283.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,227 | $2,788-20.1% | $2,649-15.9% | $4,156-46.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $817 | $5,336-84.7% | $5,150-84.1% | $12,270-93.3% |