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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 | $149,141 | $215,361-30.7% | $171,082-12.8% | $273,972-45.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | -4.44% | 25.14%-29.6pp | 32.56%-37.0pp | 41.46%-45.9pp |
| Employer contribution / active EE | $1,538 | $4,967-69.0% | $4,002-61.6% | $4,869-68.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,039 | $10,846+1.8% | $8,520+29.6% | $10,133+8.9% |