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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 | $136,889 | $110,278+24.1% | $95,740+43.0% | $139,466-1.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.00% | 27.19%-19.2pp | 28.41%-20.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $133 | $4,674-97.1% | $4,244-96.9% | $6,712-98.0% |
| Admin fee / account holder | $12,712 | $6,613+92.2% | $5,676+123.9% | $11,409+11.4% |