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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 | $116,992 | $176,105-33.6% | $159,474-26.6% | $167,536-30.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.58% | 331.91%-323.3pp | 263.68%-255.1pp | 478.82%-470.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $176 | $7,751-97.7% | $7,353-97.6% | $6,342-97.2% |
| Admin fee / account holder | $33,026 | $12,559+163.0% | $10,802+205.7% | $12,315+168.2% |