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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 | $25,897 | $127,387-79.7% | $115,038-77.5% | $125,389-79.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -4.70% | 31.28%-36.0pp | 26.14%-30.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $6,789 | $5,166+31.4% | $4,608+47.3% | $4,866+39.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,479 | $9,516-73.9% | $8,175-69.7% | $9,541-74.0% |