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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 | $15,854 | $172,111-90.8% | $150,298-89.5% | $137,256-88.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 9.25% | 69.37%-60.1pp | 62.79%-53.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,539 | $6,166-75.0% | $5,453-71.8% | $6,407-76.0% |
| Admin fee / account holder | $2,188 | $16,471-86.7% | $14,116-84.5% | $12,270-82.2% |