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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 | $19,867 | $111,830-82.2% | $93,696-78.8% | $145,884-86.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 7.35% | 204.08%-196.7pp | 133.74%-126.4pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $178 | $4,920-96.4% | $4,417-96.0% | $6,690-97.3% |
| Admin fee / account holder | $4,496 | $10,249-56.1% | $8,287-45.7% | $13,392-66.4% |