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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 | $108,897-85.8% | $100,378-84.6% | $145,877-89.4% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 9.73% | 58.17%-48.4pp | 49.41%-39.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,997 | $8,455-76.4% | $8,087-75.3% | $6,691-70.1% |
| Admin fee / account holder | $6,329 | $9,690-34.7% | $7,899-19.9% | $13,402-52.8% |