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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 | $133,270 | $167,522-20.4% | $151,639-12.1% | $134,532-0.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -23.30% | 7.81%-31.1pp | 3.34%-26.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $5,154 | $6,828-24.5% | $6,165-16.4% | $4,741+8.7% |
| Participant deferral / active EE | $2,861 | $8,986-68.2% | $8,363-65.8% | $6,401-55.3% |
| Admin fee / account holder | $8,714 | $13,780-36.8% | $11,613-25.0% | $11,429-23.7% |