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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 | $91,223 | $197,625-53.8% | $177,840-48.7% | $158,966-42.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 4.18% | 58.76%-54.6pp | 48.32%-44.1pp | 302.95%-298.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,100 | $8,405-75.0% | $7,714-72.8% | $5,983-64.9% |
| Admin fee / account holder | $4,803 | $15,405-68.8% | $12,431-61.4% | $11,250-57.3% |