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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 | $93,835 | $131,835-28.8% | $108,582-13.6% | $273,972-65.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.06% | -91.57%+92.6pp | -51.70%+52.8pp | 41.46%-40.4pp |
| Employer contribution / active EE | $4,582 | $4,913-6.7% | $3,758+21.9% | $4,869-5.9% |
| Participant deferral / active EE | $989 | $5,127-80.7% | $4,311-77.1% | $5,287-81.3% |
| Admin fee / account holder | $24,329 | $10,253+137.3% | $7,645+218.2% | $10,133+140.1% |