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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 | $49,937 | $167,504-70.2% | $151,628-67.1% | $134,509-62.9% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -24.80% | 7.81%-32.6pp | 3.34%-28.1pp | 418.13%-442.9pp |
| Employer contribution / active EE | $1,925 | $6,828-71.8% | $6,165-68.8% | $4,741-59.4% |
| Participant deferral / active EE | $3,228 | $8,985-64.1% | $8,363-61.4% | $6,400-49.6% |
| Admin fee / account holder | $2,430 | $13,779-82.4% | $11,613-79.1% | $11,427-78.7% |