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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 | $79,351 | $111,878-29.1% | $93,727-15.3% | $145,897-45.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 7.82% | 204.28%-196.5pp | 133.83%-126.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $318 | $4,920-93.5% | $4,417-92.8% | $6,689-95.2% |
| Admin fee / account holder | $9,555 | $10,256-6.8% | $8,292+15.2% | $13,390-28.6% |