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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 | $64,787 | $108,825-40.5% | $156,181-58.5% | $82,448-21.4% |
| Participation rate | 77.6% | 72.4%+5.3pp | 78.8%-1.2pp | 68.1%+9.6pp |
| Annual return | -8.45% | 20.59%-29.0pp | 64.87%-73.3pp | 41.64%-50.1pp |
| Employer contribution / active EE | $2,536 | $2,870-11.6% | $4,294-40.9% | $2,551-0.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,045 | $9,341-78.1% | $14,586-86.0% | $7,234-71.7% |