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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 | $29,374 | $57,352-48.8% | $83,831-65.0% | $64,173-54.2% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -9.23% | 11.38%-20.6pp | 850.99%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $3,917 | $2,546+53.9% | $3,631+7.9% | $2,381+64.5% |
| Participant deferral / active EE | $713 | $2,993-76.2% | $4,082-82.5% | $3,470-79.4% |
| Admin fee / account holder | $1,622 | $4,046-59.9% | $5,479-70.4% | $4,887-66.8% |