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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 | $97,888 | $111,535-12.2% | $105,223-7.0% | $137,256-28.7% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | -2.16% | 237.85%-240.0pp | 180.65%-182.8pp | 220.34%-222.5pp |
| Employer contribution / active EE | $1,107 | $3,939-71.9% | $3,689-70.0% | $4,156-73.4% |
| Participant deferral / active EE | $1,383 | $5,500-74.9% | $5,072-72.7% | $6,407-78.4% |
| Admin fee / account holder | $1,553 | $9,721-84.0% | $8,859-82.5% | $12,270-87.3% |