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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 | $32,018 | $127,387-74.9% | $115,038-72.2% | $125,389-74.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -5.83% | 31.28%-37.1pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,609 | $5,166-68.9% | $4,608-65.1% | $4,866-66.9% |
| Participant deferral / active EE | $1,833 | $6,423-71.5% | $6,026-69.6% | $5,352-65.8% |
| Admin fee / account holder | $476 | $9,516-95.0% | $8,175-94.2% | $9,541-95.0% |