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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 | $52,191 | $115,796-54.9% | $101,264-48.5% | $158,950-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.86% | 56.15%-51.3pp | 46.48%-41.6pp | 302.91%-298.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,064 | $4,958-78.5% | $4,370-75.6% | $5,983-82.2% |
| Admin fee / account holder | $626 | $7,247-91.4% | $5,947-89.5% | $11,248-94.4% |