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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 | $84,888 | $165,381-48.7% | $149,730-43.3% | $158,966-46.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.99% | 348.29%-343.3pp | 276.70%-271.7pp | 302.95%-298.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $240 | $7,182-96.7% | $6,843-96.5% | $5,983-96.0% |
| Admin fee / account holder | $5,474 | $10,809-49.4% | $9,310-41.2% | $11,250-51.3% |