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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 | $45,081 | $108,897-58.6% | $100,378-55.1% | $145,877-69.1% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 9.79% | 58.17%-48.4pp | 49.41%-39.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $319 | $8,455-96.2% | $8,087-96.1% | $6,691-95.2% |
| Admin fee / account holder | $24,822 | $9,690+156.2% | $7,899+214.2% | $13,402+85.2% |