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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 | $62,750 | $176,786-64.5% | $146,643-57.2% | $167,536-62.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -36.45% | 24.04%-60.5pp | 22.75%-59.2pp | 478.82%-515.3pp |
| Employer contribution / active EE | $1,368 | $5,161-73.5% | $4,137-66.9% | $4,839-71.7% |
| Participant deferral / active EE | $1,252 | $6,440-80.6% | $5,506-77.3% | $6,342-80.3% |
| Admin fee / account holder | $11,220 | $13,262-15.4% | $10,280+9.1% | $12,315-8.9% |