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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 | $90,655 | $157,296-42.4% | $141,191-35.8% | $152,897-40.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 0.98% | 64.34%-63.4pp | 71.41%-70.4pp | 345.43%-344.5pp |
| Employer contribution / active EE | $1,154 | $5,262-78.1% | $4,736-75.6% | $4,764-75.8% |
| Participant deferral / active EE | $2,061 | $7,111-71.0% | $6,710-69.3% | $5,851-64.8% |
| Admin fee / account holder | $930 | $12,125-92.3% | $10,264-90.9% | $11,599-92.0% |