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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 | $83,330 | $183,516-54.6% | $155,534-46.4% | $145,884-42.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 8.58% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $436 | $6,467-93.3% | $5,630-92.3% | $6,690-93.5% |
| Admin fee / account holder | $1,906 | $19,293-90.1% | $15,900-88.0% | $13,392-85.8% |