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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 | $187,069 | $112,112+66.9% | $95,956+95.0% | $158,950+17.7% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 4.46% | 171.15%-166.7pp | 91.63%-87.2pp | 302.91%-298.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,019 | $4,784-78.7% | $4,167-75.6% | $5,983-83.0% |
| Admin fee / account holder | $304 | $10,134-97.0% | $6,797-95.5% | $11,248-97.3% |