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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 | $99,846 | $87,225+14.5% | $158,226-36.9% | $94,015+6.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 74.8%+25.2pp | 70.8%+29.2pp |
| Annual return | 4.80% | 16.34%-11.5pp | 501.41%-496.6pp | 17.84%-13.0pp |
| Employer contribution / active EE | $963 | $2,217-56.6% | $2,986-67.7% | $2,790-65.5% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,293 | $7,888+68.5% | $10,217+30.1% | $8,951+48.5% |