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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 | $109,228 | $133,981-18.5% | $112,249-2.7% | $134,532-18.8% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -21.01% | 47.16%-68.2pp | 27.48%-48.5pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,285 | $4,040-68.2% | $3,636-64.7% | $4,741-72.9% |
| Participant deferral / active EE | $1,287 | $5,292-75.7% | $4,729-72.8% | $6,401-79.9% |
| Admin fee / account holder | $3,433 | $7,492-54.2% | $6,412-46.5% | $11,429-70.0% |