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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 | $35,583 | $197,625-82.0% | $177,840-80.0% | $158,966-77.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | -6.30% | 58.76%-65.1pp | 48.32%-54.6pp | 302.95%-309.3pp |
| Employer contribution / active EE | $2,131 | $6,698-68.2% | $5,919-64.0% | $4,762-55.3% |
| Participant deferral / active EE | $2,131 | $8,405-74.6% | $7,714-72.4% | $5,983-64.4% |
| Admin fee / account holder | $2,194 | $15,405-85.8% | $12,431-82.4% | $11,250-80.5% |