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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 | $67,306 | $167,533-59.8% | $151,645-55.6% | $134,545-50.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.79% | 7.81%-29.6pp | 3.34%-25.1pp | 418.37%-440.2pp |
| Employer contribution / active EE | $2,746 | $6,828-59.8% | $6,165-55.5% | $4,742-42.1% |
| Participant deferral / active EE | $836 | $8,985-90.7% | $8,363-90.0% | $6,401-86.9% |
| Admin fee / account holder | $4,033 | $13,781-70.7% | $11,614-65.3% | $11,431-64.7% |