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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 | $22,952 | $157,276-85.4% | $141,177-83.7% | $152,885-85.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 6.09% | 64.33%-58.2pp | 71.40%-65.3pp | 345.39%-339.3pp |
| Employer contribution / active EE | $3,329 | $5,262-36.7% | $4,736-29.7% | $4,763-30.1% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $698 | $12,123-94.2% | $10,263-93.2% | $11,598-94.0% |