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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 | $81,272 | $153,769-47.1% | $133,975-39.3% | $273,972-70.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | -2.88% | 36.51%-39.4pp | 29.29%-32.2pp | 41.46%-44.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,238 | $6,958-67.8% | $6,282-64.4% | $5,287-57.7% |
| Admin fee / account holder | $1,019 | $11,765-91.3% | $9,324-89.1% | $10,133-89.9% |