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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 | $27,006 | $150,346-82.0% | $120,524-77.6% | $145,877-81.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 7.52% | 154.40%-146.9pp | 107.36%-99.8pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $891 | $6,172-85.6% | $4,994-82.2% | $6,691-86.7% |
| Admin fee / account holder | $2,883 | $12,215-76.4% | $9,440-69.5% | $13,402-78.5% |