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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 | $37,868 | $202,342-81.3% | $172,753-78.1% | $152,909-75.2% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 11.00% | 1029.88%-1018.9pp | 803.00%-792.0pp | 345.46%-334.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $606 | $5,948-89.8% | $5,198-88.3% | $5,851-89.6% |
| Admin fee / account holder | $9,557 | $17,112-44.1% | $13,956-31.5% | $11,601-17.6% |