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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 | $35,184 | $162,136-78.3% | $152,301-76.9% | $154,746-77.3% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 11.05% | 91.02%-80.0pp | 80.50%-69.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $700 | $8,341-91.6% | $8,004-91.3% | $6,730-89.6% |
| Admin fee / account holder | $29,835 | $15,759+89.3% | $14,398+107.2% | $14,365+107.7% |