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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 | $104,266 | $117,859-11.5% | $102,438+1.8% | $145,959-28.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.42% | 31.72%-25.3pp | 29.37%-22.9pp | 561.95%-555.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,410 | $5,732-75.4% | $5,054-72.1% | $6,689-78.9% |
| Admin fee / account holder | $6,332 | $13,318-52.5% | $9,448-33.0% | $13,398-52.7% |