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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 | $42,631 | $111,535-61.8% | $105,223-59.5% | $137,256-68.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 7.53% | 237.85%-230.3pp | 180.65%-173.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $646 | $5,500-88.3% | $5,072-87.3% | $6,407-89.9% |
| Admin fee / account holder | $14,953 | $9,721+53.8% | $8,859+68.8% | $12,270+21.9% |