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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 | $58,216 | $81,870-28.9% | $119,622-51.3% | $68,486-15.0% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -20.95% | -23.82%+2.9pp | -14.98%-6.0pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,209 | $2,692-55.1% | $4,232-71.4% | $2,597-53.4% |
| Participant deferral / active EE | $1,327 | $4,148-68.0% | $5,601-76.3% | $4,028-67.0% |
| Admin fee / account holder | $2,729 | $6,583-58.5% | $10,328-73.6% | $5,404-49.5% |