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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 | $79,863 | $148,629-46.3% | $135,982-41.3% | $139,487-42.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 7.80% | 79.33%-71.5pp | 68.32%-60.5pp | 373.84%-366.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,332 | $8,102-83.6% | $7,760-82.8% | $6,713-80.2% |
| Admin fee / account holder | $33,363 | $12,406+168.9% | $10,767+209.9% | $11,407+192.5% |