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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 | $156,398-80.3% | $147,318-79.1% | $138,895-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.43% | 78.75%-71.3pp | 70.43%-63.0pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $393 | $8,237-95.2% | $7,906-95.0% | $6,396-93.9% |
| Admin fee / account holder | $14,602 | $14,976-2.5% | $13,708+6.5% | $12,562+16.2% |