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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 | $125,237-75.5% | $105,608-71.0% | $145,877-79.0% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 7.13% | 225.76%-218.6pp | 116.50%-109.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $524 | $5,711-90.8% | $5,010-89.5% | $6,691-92.2% |
| Admin fee / account holder | $24,109 | $17,287+39.5% | $11,028+118.6% | $13,402+79.9% |