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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 | $37,259 | $81,208-54.1% | $98,920-62.3% | $79,856-53.3% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | -25.79% | 60.99%-86.8pp | 196.47%-222.3pp | 31.71%-57.5pp |
| Employer contribution / active EE | $1,061 | $1,960-45.8% | $2,689-60.5% | $2,471-57.1% |
| Participant deferral / active EE | $1,278 | $3,265-60.9% | $4,245-69.9% | $3,741-65.8% |
| Admin fee / account holder | $1,382 | $6,013-77.0% | $6,643-79.2% | $5,306-74.0% |