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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 | $41,782 | $167,362-75.0% | $143,799-70.9% | $134,532-68.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -28.73% | 0.47%-29.2pp | -0.04%-28.7pp | 418.27%-447.0pp |
| Employer contribution / active EE | $1,843 | $5,620-67.2% | $4,952-62.8% | $4,741-61.1% |
| Participant deferral / active EE | $1,374 | $6,447-78.7% | $5,638-75.6% | $6,401-78.5% |
| Admin fee / account holder | $1,618 | $18,094-91.1% | $14,677-89.0% | $11,429-85.8% |