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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 | $39,582 | $100,792-60.7% | $86,691-54.3% | $134,509-70.6% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -20.69% | 29.08%-49.8pp | 35.94%-56.6pp | 418.13%-438.8pp |
| Employer contribution / active EE | $935 | $3,491-73.2% | $2,837-67.0% | $4,741-80.3% |
| Participant deferral / active EE | $1,107 | $5,339-79.3% | $4,656-76.2% | $6,400-82.7% |
| Admin fee / account holder | $9,155 | $10,924-16.2% | $7,492+22.2% | $11,427-19.9% |