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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 | $30,822 | $154,228-80.0% | $145,433-78.8% | $137,256-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.43% | 74.59%-67.2pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $393 | $8,216-95.2% | $7,897-95.0% | $6,407-93.9% |
| Admin fee / account holder | $14,602 | $14,344+1.8% | $13,129+11.2% | $12,270+19.0% |