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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 | $37,786 | $116,190-67.5% | $93,614-59.6% | $152,885-75.3% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | -28.06% | 35.96%-64.0pp | 32.76%-60.8pp | 345.39%-373.4pp |
| Employer contribution / active EE | $898 | $3,219-72.1% | $2,718-67.0% | $4,763-81.1% |
| Participant deferral / active EE | $1,190 | $4,604-74.2% | $4,069-70.8% | $5,851-79.7% |
| Admin fee / account holder | $1,209 | $10,749-88.8% | $7,889-84.7% | $11,598-89.6% |