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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 | $28,665 | $103,393-72.3% | $87,103-67.1% | $152,909-81.3% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | -2.72% | 28.10%-30.8pp | 28.19%-30.9pp | 345.46%-348.2pp |
| Employer contribution / active EE | $1,338 | $3,221-58.4% | $2,521-46.9% | $4,764-71.9% |
| Participant deferral / active EE | $1,510 | $4,778-68.4% | $4,049-62.7% | $5,851-74.2% |
| Admin fee / account holder | $10,598 | $12,195-13.1% | $7,491+41.5% | $11,601-8.6% |