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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 | $73,107+36.6% | $114,563-12.8% | $87,485+14.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 4.80% | 19.47%-14.7pp | 241.09%-236.3pp | 26.06%-21.3pp |
| Employer contribution / active EE | $963 | $1,881-48.8% | $2,592-62.8% | $2,596-62.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,293 | $5,770+130.4% | $7,623+74.4% | $7,775+71.0% |