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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 | $30,370 | $127,387-76.2% | $115,038-73.6% | $125,389-75.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -17.28% | 31.28%-48.6pp | 26.14%-43.4pp | 282.24%-299.5pp |
| Employer contribution / active EE | $1,227 | $5,166-76.2% | $4,608-73.4% | $4,866-74.8% |
| Participant deferral / active EE | $1,626 | $6,423-74.7% | $6,026-73.0% | $5,352-69.6% |
| Admin fee / account holder | $5,577 | $9,516-41.4% | $8,175-31.8% | $9,541-41.5% |