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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 | $49,235 | $185,312-73.4% | $161,489-69.5% | $154,746-68.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.02% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $840 | $6,350-86.8% | $5,630-85.1% | $6,730-87.5% |
| Admin fee / account holder | $2,146 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |