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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 | $223,823-83.9% | $211,142-83.0% | $154,746-76.8% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 10.24% | 50.39%-40.2pp | 46.84%-36.6pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $554 | $9,750-94.3% | $9,284-94.0% | $6,730-91.8% |
| Admin fee / account holder | $4,556 | $19,707-76.9% | $19,076-76.1% | $14,365-68.3% |