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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 | $101,340 | $160,040-36.7% | $147,096-31.1% | $145,877-30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.83% | 98.49%-91.7pp | 419.75%-412.9pp | 551.28%-544.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,575 | $8,429-81.3% | $8,071-80.5% | $6,691-76.5% |
| Admin fee / account holder | $22,498 | $15,050+49.5% | $13,005+73.0% | $13,402+67.9% |