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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 | $49,420 | $199,109-75.2% | $173,730-71.6% | $154,746-68.1% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | -12.10% | 20.02%-32.1pp | 19.96%-32.1pp | 172.34%-184.4pp |
| Employer contribution / active EE | $2,006 | $5,311-62.2% | $4,577-56.2% | $4,379-54.2% |
| Participant deferral / active EE | $617 | $7,113-91.3% | $6,326-90.3% | $6,730-90.8% |
| Admin fee / account holder | $127,915 | $20,916+511.6% | $17,523+630.0% | $14,365+790.5% |