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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 | $125,190-75.5% | $105,624-71.0% | $145,897-79.0% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 7.13% | 225.22%-218.1pp | 116.20%-109.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $524 | $5,716-90.8% | $5,013-89.6% | $6,689-92.2% |
| Admin fee / account holder | $24,109 | $17,138+40.7% | $10,961+119.9% | $13,390+80.0% |