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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 | $114,273 | $165,399-30.9% | $149,745-23.7% | $158,982-28.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -0.34% | 348.34%-348.7pp | 276.72%-277.1pp | 302.99%-303.3pp |
| Employer contribution / active EE | $904 | $5,105-82.3% | $4,646-80.5% | $4,763-81.0% |
| Participant deferral / active EE | $892 | $7,183-87.6% | $6,843-87.0% | $5,983-85.1% |
| Admin fee / account holder | $91,066 | $10,811+742.3% | $9,312+878.0% | $11,252+709.4% |