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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 | $46,757 | $113,941-59.0% | $94,229-50.4% | $125,389-62.7% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -4.49% | 5.29%-9.8pp | 10.68%-15.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,708 | $4,727-42.7% | $3,587-24.5% | $4,866-44.4% |
| Participant deferral / active EE | $1,161 | $5,179-77.6% | $4,320-73.1% | $5,352-78.3% |
| Admin fee / account holder | $2,746 | $8,392-67.3% | $6,269-56.2% | $9,541-71.2% |