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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 | $73,926 | $167,353-55.8% | $143,797-48.6% | $134,545-45.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -23.34% | 0.48%-23.8pp | -0.04%-23.3pp | 418.37%-441.7pp |
| Employer contribution / active EE | $2,447 | $5,620-56.5% | $4,952-50.6% | $4,742-48.4% |
| Participant deferral / active EE | $1,616 | $6,447-74.9% | $5,638-71.3% | $6,401-74.7% |
| Admin fee / account holder | $453 | $18,096-97.5% | $14,679-96.9% | $11,431-96.0% |