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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 | $44,224 | $72,177-38.7% | $115,038-61.6% | $59,633-25.8% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | -2.87% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $660 | $2,841-76.8% | $4,608-85.7% | $2,203-70.0% |
| Participant deferral / active EE | $1,891 | $4,783-60.5% | $6,026-68.6% | $3,192-40.8% |
| Admin fee / account holder | $4,168 | $4,927-15.4% | $8,175-49.0% | $4,297-3.0% |