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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 | $81,140 | $160,040-49.3% | $147,096-44.8% | $145,877-44.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.13% | 98.49%-97.4pp | 419.75%-418.6pp | 551.28%-550.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,978 | $8,429-76.5% | $8,071-75.5% | $6,691-70.4% |
| Admin fee / account holder | $3,249 | $15,050-78.4% | $13,005-75.0% | $13,402-75.8% |