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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 | $40,435 | $167,522-75.9% | $151,639-73.3% | $134,532-69.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -23.54% | 7.81%-31.3pp | 3.34%-26.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,926 | $6,828-71.8% | $6,165-68.8% | $4,741-59.4% |
| Participant deferral / active EE | $2,986 | $8,986-66.8% | $8,363-64.3% | $6,401-53.4% |
| Admin fee / account holder | $564 | $13,780-95.9% | $11,613-95.1% | $11,429-95.1% |