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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 | $47,390 | $96,678-51.0% | $86,640-45.3% | $139,466-66.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 9.57% | 106.69%-97.1pp | 592.52%-583.0pp | 373.66%-364.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $771 | $4,837-84.1% | $4,438-82.6% | $6,712-88.5% |
| Admin fee / account holder | $1,109 | $6,410-82.7% | $5,616-80.2% | $11,409-90.3% |