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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 | $63,354+57.6% | $94,105+6.1% | $82,637+20.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 4.80% | 34.36%-29.6pp | 204.55%-199.8pp | 53.51%-48.7pp |
| Employer contribution / active EE | $963 | $1,760-45.3% | $2,504-61.5% | $2,552-62.3% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,293 | $5,073+162.0% | $6,199+114.4% | $7,339+81.1% |