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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 | $96,832 | $181,062-46.5% | $158,223-38.8% | $155,188-37.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 3.76% | 57.39%-53.6pp | 52.09%-48.3pp | 148.84%-145.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $127 | $6,134-97.9% | $5,467-97.7% | $6,531-98.1% |
| Admin fee / account holder | $8,526 | $18,825-54.7% | $16,047-46.9% | $14,480-41.1% |