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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 | $182,933 | $167,362+9.3% | $143,799+27.2% | $134,532+36.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -25.75% | 0.47%-26.2pp | -0.04%-25.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $1,311 | $5,620-76.7% | $4,952-73.5% | $4,741-72.3% |
| Participant deferral / active EE | $1,840 | $6,447-71.5% | $5,638-67.4% | $6,401-71.2% |
| Admin fee / account holder | $3,611 | $18,094-80.0% | $14,677-75.4% | $11,429-68.4% |