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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 | $63,068 | $54,757+15.2% | $90,304-30.2% | $72,975-13.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.68% | 30.63%-14.9pp | 78.13%-62.4pp | 81.01%-65.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $328 | $2,887-88.6% | $3,885-91.6% | $3,608-90.9% |
| Admin fee / account holder | $14,538 | $3,973+265.9% | $5,354+171.5% | $5,124+183.7% |