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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 | $113,061 | $227,291-50.3% | $214,702-47.3% | $155,188-27.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 8.56% | 60.08%-51.5pp | 54.55%-46.0pp | 148.84%-140.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,018 | $9,582-78.9% | $9,147-77.9% | $6,531-69.1% |
| Admin fee / account holder | $596 | $20,413-97.1% | $19,830-97.0% | $14,480-95.9% |