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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 | $124,940 | $165,361-24.4% | $149,715-16.5% | $158,950-21.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | -6.03% | 348.24%-354.3pp | 276.66%-282.7pp | 302.91%-308.9pp |
| Employer contribution / active EE | $8,272 | $5,103+62.1% | $4,645+78.1% | $4,762+73.7% |
| Participant deferral / active EE | $323 | $7,182-95.5% | $6,842-95.3% | $5,983-94.6% |
| Admin fee / account holder | $473,737 | $10,808+4283.2% | $9,310+4988.6% | $11,248+4111.6% |