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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 | $69,020 | $185,856-62.9% | $170,028-59.4% | $139,456-50.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 10.00% | 60.52%-50.5pp | 53.39%-43.4pp | 373.45%-363.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,063 | $11,623-82.2% | $10,409-80.2% | $6,711-69.3% |
| Admin fee / account holder | $14,075 | $15,387-8.5% | $12,820+9.8% | $11,407+23.4% |