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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 | $91,050 | $111,830-18.6% | $93,696-2.8% | $145,884-37.6% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 1.99% | 204.08%-202.1pp | 133.74%-131.8pp | 551.85%-549.9pp |
| Employer contribution / active EE | $583 | $3,093-81.1% | $2,422-75.9% | $4,662-87.5% |
| Participant deferral / active EE | $772 | $4,920-84.3% | $4,417-82.5% | $6,690-88.5% |
| Admin fee / account holder | $67,445 | $10,249+558.1% | $8,287+713.9% | $13,392+403.6% |