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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 | $51,410 | $67,411-23.7% | $91,004-43.5% | $70,126-26.7% |
| Participation rate | 93.0% | 71.4%+21.6pp | 75.6%+17.4pp | 69.5%+23.4pp |
| Annual return | -14.33% | -40.16%+25.8pp | 4.60%-18.9pp | 73.15%-87.5pp |
| Employer contribution / active EE | $611 | $1,786-65.8% | $2,456-75.1% | $2,343-73.9% |
| Participant deferral / active EE | $1,070 | $2,823-62.1% | $3,548-69.8% | $3,332-67.9% |
| Admin fee / account holder | $6,023 | $4,236+42.2% | $5,417+11.2% | $4,645+29.7% |