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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 | $49,538 | $167,362-70.4% | $143,799-65.6% | $134,532-63.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -44.34% | 0.47%-44.8pp | -0.04%-44.3pp | 418.27%-462.6pp |
| Employer contribution / active EE | $1,827 | $5,620-67.5% | $4,952-63.1% | $4,741-61.5% |
| Participant deferral / active EE | $205 | $6,447-96.8% | $5,638-96.4% | $6,401-96.8% |
| Admin fee / account holder | $579 | $18,094-96.8% | $14,677-96.1% | $11,429-94.9% |