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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 | $47,176 | $94,529-50.1% | $140,019-66.3% | $64,173-26.5% |
| Participation rate | 76.5% | 84.1%-7.6pp | 87.5%-11.0pp | 69.6%+6.9pp |
| Annual return | -7.63% | 7.77%-15.4pp | 651.17%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,431 | $3,812-62.5% | $5,605-74.5% | $2,381-39.9% |
| Participant deferral / active EE | $2,317 | $5,250-55.9% | $6,927-66.5% | $3,470-33.2% |
| Admin fee / account holder | $1,508 | $6,741-77.6% | $10,705-85.9% | $4,887-69.1% |