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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 | $75,844 | $99,345-23.7% | $84,753-10.5% | $273,972-72.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -6.01% | 22.93%-28.9pp | 22.78%-28.8pp | 41.46%-47.5pp |
| Employer contribution / active EE | $4,444 | $4,214+5.5% | $3,574+24.3% | $4,869-8.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $687 | $6,645-89.7% | $5,333-87.1% | $10,133-93.2% |