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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 | $67,456 | $127,387-47.0% | $115,038-41.4% | $125,389-46.2% |
| Participation rate | 78.9% | 84.2%-5.2pp | 81.4%-2.4pp | 83.2%-4.2pp |
| Annual return | -15.88% | 31.28%-47.2pp | 26.14%-42.0pp | 282.24%-298.1pp |
| Employer contribution / active EE | $9,753 | $5,166+88.8% | $4,608+111.7% | $4,866+100.4% |
| Participant deferral / active EE | $1,766 | $6,423-72.5% | $6,026-70.7% | $5,352-67.0% |
| Admin fee / account holder | $19,105 | $9,516+100.8% | $8,175+133.7% | $9,541+100.2% |