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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 | $86,624 | $183,627-52.8% | $155,602-44.3% | $145,978-40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.18% | 61.32%-54.1pp | 64.81%-57.6pp | 550.52%-543.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $303 | $6,466-95.3% | $5,629-94.6% | $6,690-95.5% |
| Admin fee / account holder | $106,488 | $19,327+451.0% | $15,923+568.8% | $13,400+694.7% |