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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 | $105,502 | $181,896-42.0% | $156,551-32.6% | $273,972-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.96% | 30.74%-32.7pp | 32.23%-34.2pp | 41.46%-43.4pp |
| Employer contribution / active EE | $5,486 | $6,248-12.2% | $5,501-0.3% | $4,869+12.7% |
| Participant deferral / active EE | $1,368 | $5,550-75.3% | $4,871-71.9% | $5,287-74.1% |
| Admin fee / account holder | $5,120 | $15,560-67.1% | $13,028-60.7% | $10,133-49.5% |