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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 | $100,158 | $153,769-34.9% | $133,975-25.2% | $273,972-63.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.61% | 36.51%-39.1pp | 29.29%-31.9pp | 41.46%-44.1pp |
| Employer contribution / active EE | $3,242 | $6,029-46.2% | $5,211-37.8% | $4,869-33.4% |
| Participant deferral / active EE | $2,300 | $6,958-66.9% | $6,282-63.4% | $5,287-56.5% |
| Admin fee / account holder | $1,950 | $11,765-83.4% | $9,324-79.1% | $10,133-80.8% |