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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 | $96,881 | $152,592-36.5% | $125,180-22.6% | $152,885-36.6% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.5%+13.0pp |
| Annual return | 5.04% | 54.84%-49.8pp | 43.79%-38.7pp | 345.39%-340.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $648 | $5,868-89.0% | $4,937-86.9% | $5,851-88.9% |
| Admin fee / account holder | $610 | $13,435-95.5% | $9,703-93.7% | $11,598-94.7% |