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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 | $114,119-62.6% | $107,187-60.2% | $138,895-69.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 7.53% | 273.21%-265.7pp | 204.55%-197.0pp | 145.39%-137.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $646 | $5,538-88.3% | $5,096-87.3% | $6,396-89.9% |
| Admin fee / account holder | $14,953 | $10,024+49.2% | $9,162+63.2% | $12,562+19.0% |