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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 | $42,345 | $215,361-80.3% | $171,082-75.2% | $273,972-84.5% |
| Participation rate | 84.6% | 82.0%+2.6pp | 76.7%+7.9pp | 83.0%+1.6pp |
| Annual return | -2.93% | 25.14%-28.1pp | 32.56%-35.5pp | 41.46%-44.4pp |
| Employer contribution / active EE | $1,538 | $4,967-69.0% | $4,002-61.6% | $4,869-68.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $508 | $10,846-95.3% | $8,520-94.0% | $10,133-95.0% |