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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 | $49,292 | $197,637-75.1% | $177,848-72.3% | $158,982-69.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.34% | 58.77%-53.4pp | 48.33%-43.0pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,703 | $8,405-79.7% | $7,714-77.9% | $5,983-71.5% |
| Admin fee / account holder | $6,403 | $15,406-58.4% | $12,431-48.5% | $11,252-43.1% |