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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 | $51,666 | $167,533-69.2% | $151,645-65.9% | $134,545-61.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -26.38% | 7.81%-34.2pp | 3.34%-29.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $1,494 | $6,828-78.1% | $6,165-75.8% | $4,742-68.5% |
| Participant deferral / active EE | $2,982 | $8,985-66.8% | $8,363-64.3% | $6,401-53.4% |
| Admin fee / account holder | $540 | $13,781-96.1% | $11,614-95.4% | $11,431-95.3% |