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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 | $68,528 | $167,522-59.1% | $151,639-54.8% | $134,532-49.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.78% | 7.81%-32.6pp | 3.34%-28.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $3,673 | $6,828-46.2% | $6,165-40.4% | $4,741-22.5% |
| Participant deferral / active EE | $2,707 | $8,986-69.9% | $8,363-67.6% | $6,401-57.7% |
| Admin fee / account holder | $575 | $13,780-95.8% | $11,613-95.0% | $11,429-95.0% |