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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 | $107,376 | $167,353-35.8% | $143,797-25.3% | $134,545-20.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -20.23% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,386 | $5,620-75.3% | $4,952-72.0% | $4,742-70.8% |
| Participant deferral / active EE | $2,048 | $6,447-68.2% | $5,638-63.7% | $6,401-68.0% |
| Admin fee / account holder | $552 | $18,096-96.9% | $14,679-96.2% | $11,431-95.2% |