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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 | $117,237 | $140,592-16.6% | $123,105-4.8% | $125,389-6.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.59% | 16.80%-24.4pp | 13.22%-20.8pp | 282.24%-289.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13 | $6,980-99.8% | $6,229-99.8% | $5,352-99.8% |
| Admin fee / account holder | $49,829 | $11,198+345.0% | $9,014+452.8% | $9,541+422.3% |