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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 | $66,141 | $137,414-51.9% | $189,537-65.1% | $85,847-23.0% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 5.49% | 38.14%-32.7pp | 555.34%-549.8pp | 318.61%-313.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,913 | $6,260-69.4% | $8,220-76.7% | $3,952-51.6% |
| Admin fee / account holder | $1,519 | $8,630-82.4% | $12,048-87.4% | $6,261-75.7% |