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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 | $64,093 | $166,089-61.4% | $164,928-61.1% | $145,978-56.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.05% | 100.26%-94.2pp | 70.08%-64.0pp | 550.52%-544.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $782 | $6,961-88.8% | $6,034-87.0% | $6,690-88.3% |
| Admin fee / account holder | $1,403 | $16,641-91.6% | $12,684-88.9% | $13,400-89.5% |