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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 | $89,576 | $181,062-50.5% | $158,223-43.4% | $155,188-42.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | -16.60% | 57.39%-74.0pp | 52.09%-68.7pp | 148.84%-165.4pp |
| Employer contribution / active EE | $1,171 | $4,565-74.4% | $4,109-71.5% | $4,248-72.4% |
| Participant deferral / active EE | $1,478 | $6,134-75.9% | $5,467-73.0% | $6,531-77.4% |
| Admin fee / account holder | $31,489 | $18,825+67.3% | $16,047+96.2% | $14,480+117.5% |