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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 | $66,945 | $166,131-59.7% | $164,975-59.4% | $145,877-54.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 5.69% | 100.37%-94.7pp | 70.12%-64.4pp | 551.28%-545.6pp |
| Employer contribution / active EE | $2,273 | $5,276-56.9% | $4,343-47.7% | $4,663-51.3% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $56,448 | $16,648+239.1% | $12,688+344.9% | $13,402+321.2% |