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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 | $50,357 | $217,427-76.8% | $185,837-72.9% | $167,518-69.9% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 7.57% | 148.39%-140.8pp | 122.08%-114.5pp | 478.71%-471.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $818 | $6,357-87.1% | $5,568-85.3% | $6,342-87.1% |
| Admin fee / account holder | $791 | $19,816-96.0% | $16,241-95.1% | $12,312-93.6% |