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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 | $43,214 | $183,978-76.5% | $162,171-73.4% | $152,885-71.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 7.45% | 150.78%-143.3pp | 115.60%-108.2pp | 345.39%-337.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $812 | $8,033-89.9% | $7,297-88.9% | $5,851-86.1% |
| Admin fee / account holder | $3,788 | $13,122-71.1% | $10,843-65.1% | $11,598-67.3% |