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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 | $32,845 | $111,814-70.6% | $103,374-68.2% | $145,959-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.58% | 24.77%-20.2pp | 24.89%-20.3pp | 561.95%-557.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $816 | $5,618-85.5% | $5,058-83.9% | $6,689-87.8% |
| Admin fee / account holder | $5,659 | $9,754-42.0% | $8,394-32.6% | $13,398-57.8% |