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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 | $21,751 | $90,691-76.0% | $76,119-71.4% | $145,884-85.1% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.1%+15.5pp | 80.3%+4.3pp |
| Annual return | 8.28% | 624.52%-616.2pp | 361.25%-353.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $387 | $5,167-92.5% | $4,259-90.9% | $6,690-94.2% |
| Admin fee / account holder | $6,994 | $8,383-16.6% | $6,421+8.9% | $13,392-47.8% |