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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 | $209,336-46.0% | $197,124-42.6% | $137,256-17.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 8.56% | 48.09%-39.5pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,018 | $9,614-79.0% | $9,135-77.9% | $6,407-68.5% |
| Admin fee / account holder | $596 | $17,308-96.6% | $16,298-96.3% | $12,270-95.1% |