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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 | $30,654 | $126,519-75.8% | $106,201-71.1% | $145,959-79.0% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 7.13% | 225.10%-218.0pp | 116.26%-109.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $524 | $5,716-90.8% | $5,012-89.6% | $6,689-92.2% |
| Admin fee / account holder | $24,109 | $17,312+39.3% | $11,039+118.4% | $13,398+79.9% |