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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 | $32,864 | $106,008-69.0% | $92,240-64.4% | $147,586-77.7% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 9.29% | 50.05%-40.8pp | 176.29%-167.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $67 | $4,478-98.5% | $3,897-98.3% | $5,439-98.8% |
| Admin fee / account holder | $1,813 | $6,333-71.4% | $5,194-65.1% | $10,886-83.3% |