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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 | $32,340 | $167,533-80.7% | $151,645-78.7% | $134,545-76.0% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.5%-11.0pp | 81.2%-4.8pp |
| Annual return | -35.51% | 7.81%-43.3pp | 3.34%-38.8pp | 418.37%-453.9pp |
| Employer contribution / active EE | $6,755 | $6,828-1.1% | $6,165+9.6% | $4,742+42.5% |
| Participant deferral / active EE | $2,374 | $8,985-73.6% | $8,363-71.6% | $6,401-62.9% |
| Admin fee / account holder | $6,079 | $13,781-55.9% | $11,614-47.7% | $11,431-46.8% |