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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 | $81,771 | $100,060-18.3% | $149,721-45.4% | $70,126+16.6% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 12.14% | 27.46%-15.3pp | 1501.67%-1489.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,807 | $4,982-63.7% | $6,568-72.5% | $3,332-45.8% |
| Admin fee / account holder | $13,628 | $8,285+64.5% | $11,282+20.8% | $4,645+193.4% |