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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 | $185,312-47.7% | $161,489-40.0% | $154,746-37.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 3.76% | 103.84%-100.1pp | 89.72%-86.0pp | 172.34%-168.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $127 | $6,350-98.0% | $5,630-97.8% | $6,730-98.1% |
| Admin fee / account holder | $8,526 | $18,654-54.3% | $16,006-46.7% | $14,365-40.6% |