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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 | $41,232 | $167,353-75.4% | $143,797-71.3% | $134,545-69.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.20% | 0.48%-28.7pp | -0.04%-28.2pp | 418.37%-446.6pp |
| Employer contribution / active EE | $2,128 | $5,620-62.1% | $4,952-57.0% | $4,742-55.1% |
| Participant deferral / active EE | $1,119 | $6,447-82.6% | $5,638-80.2% | $6,401-82.5% |
| Admin fee / account holder | $1,717 | $18,096-90.5% | $14,679-88.3% | $11,431-85.0% |