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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 | $36,881 | $144,130-74.4% | $117,861-68.7% | $147,586-75.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 7.36% | 531.20%-523.8pp | 335.11%-327.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,525 | $5,316-71.3% | $4,482-66.0% | $5,439-72.0% |
| Admin fee / account holder | $13,098 | $10,887+20.3% | $8,021+63.3% | $10,886+20.3% |