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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 | $22,842 | $107,368-78.7% | $92,915-75.4% | $152,909-85.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 7.44% | 145.64%-138.2pp | 109.45%-102.0pp | 345.46%-338.0pp |
| Employer contribution / active EE | $2,184 | $4,222-48.3% | $3,653-40.2% | $4,764-54.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,678 | $7,082-19.8% | $5,796-2.0% | $11,601-51.1% |