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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 | $59,491 | $114,013-47.8% | $103,693-42.6% | $155,188-61.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | -0.68% | 49.31%-50.0pp | 47.61%-48.3pp | 148.84%-149.5pp |
| Employer contribution / active EE | $405 | $3,131-87.1% | $2,920-86.1% | $4,248-90.5% |
| Participant deferral / active EE | $761 | $4,970-84.7% | $4,579-83.4% | $6,531-88.3% |
| Admin fee / account holder | $10,078 | $8,407+19.9% | $7,858+28.3% | $14,480-30.4% |