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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 | $82,113 | $103,393-20.6% | $87,103-5.7% | $152,909-46.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 7.04% | 28.10%-21.1pp | 28.19%-21.2pp | 345.46%-338.4pp |
| Employer contribution / active EE | $1,083 | $3,221-66.4% | $2,521-57.0% | $4,764-77.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $121,094 | $12,195+893.0% | $7,491+1516.4% | $11,601+943.8% |