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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 | $19,147 | $100,805-81.0% | $86,698-77.9% | $134,532-85.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -20.56% | 29.09%-49.6pp | 35.95%-56.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,157 | $3,490-66.8% | $2,837-59.2% | $4,741-75.6% |
| Participant deferral / active EE | $1,678 | $5,339-68.6% | $4,656-64.0% | $6,401-73.8% |
| Admin fee / account holder | $1,915 | $10,925-82.5% | $7,493-74.4% | $11,429-83.2% |