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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 | $37,261 | $167,353-77.7% | $143,797-74.1% | $134,545-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.22% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,714 | $5,620-51.7% | $4,952-45.2% | $4,742-42.8% |
| Participant deferral / active EE | $1,957 | $6,447-69.6% | $5,638-65.3% | $6,401-69.4% |
| Admin fee / account holder | $17,928 | $18,096-0.9% | $14,679+22.1% | $11,431+56.8% |