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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 | $138,011 | $118,496+16.5% | $98,461+40.2% | $139,466-1.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | -3.00% | 18.96%-22.0pp | 21.17%-24.2pp | 373.66%-376.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $122 | $5,393-97.7% | $4,738-97.4% | $6,712-98.2% |
| Admin fee / account holder | $6,588 | $14,056-53.1% | $8,961-26.5% | $11,409-42.3% |