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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 | $125,999 | $99,994+26.0% | $146,643-14.1% | $85,847+46.8% |
| Participation rate | 71.9% | 73.1%-1.2pp | 80.1%-8.2pp | 69.3%+2.6pp |
| Annual return | 6.01% | 18.93%-12.9pp | 22.75%-16.7pp | 318.61%-312.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,060 | $4,006-73.5% | $5,506-80.8% | $3,952-73.2% |
| Admin fee / account holder | $79,662 | $7,703+934.2% | $10,280+674.9% | $6,261+1172.4% |