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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 | $206,951 | $162,785+27.1% | $133,959+54.5% | $158,950+30.2% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 5.13% | 41.94%-36.8pp | 45.09%-40.0pp | 302.91%-297.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $670 | $5,910-88.7% | $5,047-86.7% | $5,983-88.8% |
| Admin fee / account holder | $80,020 | $11,738+581.7% | $8,928+796.3% | $11,248+611.4% |