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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 | $70,890 | $176,786-59.9% | $146,643-51.7% | $167,536-57.7% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 8.04% | 24.04%-16.0pp | 22.75%-14.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,463 | $6,440-77.3% | $5,506-73.4% | $6,342-76.9% |
| Admin fee / account holder | $2,623 | $13,262-80.2% | $10,280-74.5% | $12,315-78.7% |