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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 | $15,504 | $108,942-85.8% | $100,415-84.6% | $145,897-89.4% |
| Participation rate | 81.8% | 83.0%-1.2pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 9.73% | 58.27%-48.5pp | 49.47%-39.7pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,997 | $8,461-76.4% | $8,091-75.3% | $6,689-70.1% |
| Admin fee / account holder | $6,329 | $9,702-34.8% | $7,906-19.9% | $13,390-52.7% |