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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 | $25,919 | $167,362-84.5% | $143,799-82.0% | $134,532-80.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -24.32% | 0.47%-24.8pp | -0.04%-24.3pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,494 | $5,620-73.4% | $4,952-69.8% | $4,741-68.5% |
| Participant deferral / active EE | $2,082 | $6,447-67.7% | $5,638-63.1% | $6,401-67.5% |
| Admin fee / account holder | $6,819 | $18,094-62.3% | $14,677-53.5% | $11,429-40.3% |