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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 | $34,466 | $94,529-63.5% | $140,019-75.4% | $64,173-46.3% |
| Participation rate | 75.9% | 84.1%-8.2pp | 87.5%-11.6pp | 69.6%+6.3pp |
| Annual return | -8.51% | 7.77%-16.3pp | 651.15%-659.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,553 | $3,812-59.3% | $5,605-72.3% | $2,381-34.8% |
| Participant deferral / active EE | $1,923 | $5,250-63.4% | $6,927-72.2% | $3,470-44.6% |
| Admin fee / account holder | $1,168 | $6,741-82.7% | $10,705-89.1% | $4,887-76.1% |