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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 | $36,006 | $140,592-74.4% | $123,105-70.8% | $125,389-71.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -3.84% | 16.80%-20.6pp | 13.22%-17.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,976 | $6,041-67.3% | $5,151-61.6% | $4,866-59.4% |
| Participant deferral / active EE | $1,998 | $6,980-71.4% | $6,229-67.9% | $5,352-62.7% |
| Admin fee / account holder | $4,905 | $11,198-56.2% | $9,014-45.6% | $9,541-48.6% |