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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 | $38,634 | $181,898-78.8% | $156,552-75.3% | $273,970-85.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.48% | 30.74%-36.2pp | 32.23%-37.7pp | 41.46%-46.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $628 | $5,550-88.7% | $4,871-87.1% | $5,287-88.1% |
| Admin fee / account holder | $5,008 | $15,560-67.8% | $13,028-61.6% | $10,132-50.6% |