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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 | $10,267 | $70,366-85.4% | $66,674-84.6% | $138,895-92.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 10.41% | 386.41%-376.0pp | 321.24%-310.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $30 | $4,374-99.3% | $4,084-99.3% | $6,396-99.5% |
| Admin fee / account holder | $1,615 | $5,262-69.3% | $5,098-68.3% | $12,562-87.1% |