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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 | $64,814 | $112,112-42.2% | $95,956-32.5% | $158,950-59.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 4.31% | 171.15%-166.8pp | 91.63%-87.3pp | 302.91%-298.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,441 | $4,784-69.9% | $4,167-65.4% | $5,983-75.9% |
| Admin fee / account holder | $527 | $10,134-94.8% | $6,797-92.3% | $11,248-95.3% |