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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 | $57,081 | $108,922-47.6% | $100,398-43.1% | $145,978-60.9% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 10.08% | 58.04%-48.0pp | 49.32%-39.2pp | 550.52%-540.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,470 | $8,450-82.6% | $8,084-81.8% | $6,690-78.0% |
| Admin fee / account holder | $1,374 | $9,680-85.8% | $7,893-82.6% | $13,400-89.7% |