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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 | $97,657 | $153,769-36.5% | $133,975-27.1% | $273,972-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -8.49% | 36.51%-45.0pp | 29.29%-37.8pp | 41.46%-49.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,923 | $6,958-72.4% | $6,282-69.4% | $5,287-63.6% |
| Admin fee / account holder | $1,082 | $11,765-90.8% | $9,324-88.4% | $10,133-89.3% |