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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 | $69,457 | $167,362-58.5% | $143,799-51.7% | $134,532-48.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -26.69% | 0.47%-27.2pp | -0.04%-26.6pp | 418.27%-445.0pp |
| Employer contribution / active EE | $1,899 | $5,620-66.2% | $4,952-61.6% | $4,741-59.9% |
| Participant deferral / active EE | $2,000 | $6,447-69.0% | $5,638-64.5% | $6,401-68.8% |
| Admin fee / account holder | $1,860 | $18,094-89.7% | $14,677-87.3% | $11,429-83.7% |