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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 | $39,949 | $91,536-56.4% | $130,062-69.3% | $75,177-46.9% |
| Participation rate | 71.6% | 71.5%+0.2pp | 78.5%-6.9pp | 67.2%+4.4pp |
| Annual return | 12.55% | -631.62%+644.2pp | -137.37%+149.9pp | 160.75%-148.2pp |
| Employer contribution / active EE | $2,335 | $2,845-17.9% | $4,322-46.0% | $2,671-12.6% |
| Participant deferral / active EE | $1,416 | $4,343-67.4% | $5,821-75.7% | $4,126-65.7% |
| Admin fee / account holder | $8,653 | $6,780+27.6% | $10,601-18.4% | $5,651+53.1% |