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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 | $74,548 | $106,247-29.8% | $96,515-22.8% | $139,466-46.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.52% | 38.47%-27.9pp | 35.73%-25.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $50 | $5,456-99.1% | $4,880-99.0% | $6,712-99.3% |
| Admin fee / account holder | $11,765 | $7,885+49.2% | $6,735+74.7% | $11,409+3.1% |