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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 | $115,040 | $108,911+5.6% | $100,392+14.6% | $145,884-21.1% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 7.62% | 58.23%-50.6pp | 49.45%-41.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,729 | $8,459-79.6% | $8,090-78.6% | $6,690-74.2% |
| Admin fee / account holder | $11,305 | $9,698+16.6% | $7,904+43.0% | $13,392-15.6% |