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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 | $37,366 | $176,077-78.8% | $159,455-76.6% | $167,518-77.7% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 7.93% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,308 | $7,751-70.2% | $7,353-68.6% | $6,342-63.6% |
| Admin fee / account holder | $340 | $12,556-97.3% | $10,800-96.8% | $12,312-97.2% |