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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 | $114,948 | $106,247+8.2% | $96,515+19.1% | $139,466-17.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -8.09% | 38.47%-46.6pp | 35.73%-43.8pp | 373.66%-381.8pp |
| Employer contribution / active EE | $1,930 | $4,106-53.0% | $3,740-48.4% | $4,754-59.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,272 | $7,885-71.2% | $6,735-66.3% | $11,409-80.1% |