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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 | $113,829 | $135,956-16.3% | $123,894-8.1% | $273,972-58.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -0.10% | 56.63%-56.7pp | 47.52%-47.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $1,121 | $5,170-78.3% | $4,617-75.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,121 | $6,343-82.3% | $5,984-81.3% | $5,287-78.8% |
| Admin fee / account holder | $1,417 | $9,817-85.6% | $8,357-83.0% | $10,133-86.0% |