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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 | $117,950 | $156,398-24.6% | $147,318-19.9% | $138,895-15.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.83% | 78.75%-70.9pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,300 | $8,237-84.2% | $7,906-83.6% | $6,396-79.7% |
| Admin fee / account holder | $124,564 | $14,976+731.8% | $13,708+808.7% | $12,562+891.6% |