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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 | $212,866 | $106,280+100.3% | $96,538+120.5% | $139,487+52.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.83% | 38.48%-28.7pp | 35.74%-25.9pp | 373.84%-364.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,300 | $5,457-76.2% | $4,880-73.4% | $6,713-80.6% |
| Admin fee / account holder | $382,474 | $7,888+4748.8% | $6,737+5576.9% | $11,407+3252.9% |