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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 | $42,873 | $72,177-40.6% | $115,037-62.7% | $59,633-28.1% |
| Participation rate | 76.9% | 72.6%+4.4pp | 81.4%-4.4pp | 68.7%+8.3pp |
| Annual return | -4.49% | 12.02%-16.5pp | 26.14%-30.6pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $4,765 | $2,841+67.7% | $4,608+3.4% | $2,203+116.3% |
| Participant deferral / active EE | $247 | $4,783-94.8% | $6,026-95.9% | $3,192-92.2% |
| Admin fee / account holder | $1,758 | $4,927-64.3% | $8,175-78.5% | $4,297-59.1% |