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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 | $167,353-51.8% | $143,797-43.9% | $134,545-40.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -29.37% | 0.48%-29.8pp | -0.04%-29.3pp | 418.37%-447.7pp |
| Employer contribution / active EE | $1,408 | $5,620-74.9% | $4,952-71.6% | $4,742-70.3% |
| Participant deferral / active EE | $1,408 | $6,447-78.2% | $5,638-75.0% | $6,401-78.0% |
| Admin fee / account holder | $4,545 | $18,096-74.9% | $14,679-69.0% | $11,431-60.2% |