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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 | $50,166 | $127,387-60.6% | $115,038-56.4% | $125,389-60.0% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | -4.54% | 31.28%-35.8pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,284 | $5,166-55.8% | $4,608-50.4% | $4,866-53.1% |
| Participant deferral / active EE | $1,654 | $6,423-74.3% | $6,026-72.6% | $5,352-69.1% |
| Admin fee / account holder | $11,252 | $9,516+18.2% | $8,175+37.6% | $9,541+17.9% |