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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 | $178,174-72.3% | $156,181-68.4% | $137,256-64.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | -12.10% | 84.19%-96.3pp | 64.87%-77.0pp | 220.34%-232.4pp |
| Employer contribution / active EE | $2,006 | $4,972-59.7% | $4,294-53.3% | $4,156-51.7% |
| Participant deferral / active EE | $617 | $6,888-91.0% | $6,132-89.9% | $6,407-90.4% |
| Admin fee / account holder | $127,915 | $17,404+635.0% | $14,586+777.0% | $12,270+942.5% |