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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 | $51,595 | $110,083-53.1% | $151,639-66.0% | $68,486-24.7% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -19.98% | -10.12%-9.9pp | 3.34%-23.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,472 | $4,470-44.7% | $6,165-59.9% | $2,597-4.8% |
| Participant deferral / active EE | $2,978 | $6,526-54.4% | $8,363-64.4% | $4,028-26.1% |
| Admin fee / account holder | $2,220 | $7,718-71.2% | $11,613-80.9% | $5,404-58.9% |