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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 | $80,665 | $167,323-51.8% | $143,770-43.9% | $134,493-40.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -29.37% | 0.47%-29.8pp | -0.04%-29.3pp | 418.01%-447.4pp |
| Employer contribution / active EE | $1,408 | $5,619-74.9% | $4,951-71.6% | $4,740-70.3% |
| Participant deferral / active EE | $1,408 | $6,446-78.2% | $5,638-75.0% | $6,400-78.0% |
| Admin fee / account holder | $4,545 | $18,088-74.9% | $14,673-69.0% | $11,425-60.2% |