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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 | $32,426 | $82,674-60.8% | $125,381-74.1% | $68,486-52.7% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.31%-596.4pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,315 | $3,382-61.1% | $4,815-72.7% | $2,597-49.4% |
| Participant deferral / active EE | $2,456 | $6,111-59.8% | $7,448-67.0% | $4,028-39.0% |
| Admin fee / account holder | $2,524 | $6,277-59.8% | $10,007-74.8% | $5,404-53.3% |