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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 | $35,958 | $209,336-82.8% | $197,124-81.8% | $137,256-73.8% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 10.24% | 48.09%-37.8pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $554 | $9,614-94.2% | $9,135-93.9% | $6,407-91.3% |
| Admin fee / account holder | $4,556 | $17,308-73.7% | $16,298-72.0% | $12,270-62.9% |