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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 | $122,490 | $100,811+21.5% | $86,698+41.3% | $134,545-9.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.19% | 29.11%-50.3pp | 35.96%-57.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,270 | $5,339-76.2% | $4,656-72.7% | $6,401-80.2% |
| Admin fee / account holder | $1,310 | $10,926-88.0% | $7,492-82.5% | $11,431-88.5% |