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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 | $98,638 | $162,821-39.4% | $133,978-26.4% | $158,982-38.0% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | -0.90% | 41.95%-42.8pp | 45.10%-46.0pp | 302.99%-303.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,657 | $5,910-72.0% | $5,047-67.2% | $5,983-72.3% |
| Admin fee / account holder | $8,915 | $11,742-24.1% | $8,930-0.2% | $11,252-20.8% |