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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 | $50,842 | $127,387-60.1% | $115,038-55.8% | $125,389-59.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.50% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,501 | $5,166-70.9% | $4,608-67.4% | $4,866-69.2% |
| Participant deferral / active EE | $1,649 | $6,423-74.3% | $6,026-72.6% | $5,352-69.2% |
| Admin fee / account holder | $2,778 | $9,516-70.8% | $8,175-66.0% | $9,541-70.9% |