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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 | $55,480 | $57,352-3.3% | $83,830-33.8% | $64,173-13.5% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -8.82% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $5,497 | $2,546+116.0% | $3,631+51.4% | $2,381+130.9% |
| Participant deferral / active EE | $334 | $2,993-88.8% | $4,082-91.8% | $3,470-90.4% |
| Admin fee / account holder | $2,988 | $4,046-26.2% | $5,479-45.5% | $4,887-38.9% |