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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 | $70,572 | $69,252+1.9% | $64,099+10.1% | $139,456-49.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.55% | 45.89%-40.3pp | 33.70%-28.2pp | 373.45%-367.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $671 | $4,683-85.7% | $3,881-82.7% | $6,711-90.0% |
| Admin fee / account holder | $45,051 | $4,248+960.6% | $3,070+1367.3% | $11,407+294.9% |