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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 | $111,270 | $167,362-33.5% | $143,799-22.6% | $134,532-17.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.46% | 0.47%-22.9pp | -0.04%-22.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $3,502 | $5,620-37.7% | $4,952-29.3% | $4,741-26.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,251 | $18,094-65.5% | $14,677-57.4% | $11,429-45.3% |