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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 | $108,922-85.8% | $100,398-84.6% | $145,978-89.4% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 9.73% | 58.04%-48.3pp | 49.32%-39.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,997 | $8,450-76.4% | $8,084-75.3% | $6,690-70.1% |
| Admin fee / account holder | $6,329 | $9,680-34.6% | $7,893-19.8% | $13,400-52.8% |