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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 | $53,568 | $105,198-49.1% | $159,455-66.4% | $85,856-37.6% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 10.82% | 45.08%-34.3pp | 263.63%-252.8pp | 318.58%-307.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,391 | $5,946-59.8% | $7,353-67.5% | $3,952-39.5% |
| Admin fee / account holder | $4,262 | $6,934-38.5% | $10,800-60.5% | $6,261-31.9% |