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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 | $98,573 | $131,835-25.2% | $108,582-9.2% | $273,972-64.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -9.52% | -91.57%+82.1pp | -51.70%+42.2pp | 41.46%-51.0pp |
| Employer contribution / active EE | $3,141 | $4,913-36.1% | $3,758-16.4% | $4,869-35.5% |
| Participant deferral / active EE | $1,268 | $5,127-75.3% | $4,311-70.6% | $5,287-76.0% |
| Admin fee / account holder | $4,770 | $10,253-53.5% | $7,645-37.6% | $10,133-52.9% |