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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 | $30,861 | $70,684-56.3% | $169,390-81.8% | $75,173-58.9% |
| Participation rate | 91.9% | 64.8%+27.1pp | 77.2%+14.7pp | 67.2%+24.7pp |
| Annual return | -9.24% | 36.38%-45.6pp | 406.07%-415.3pp | 160.72%-170.0pp |
| Employer contribution / active EE | $1,757 | $2,211-20.5% | $4,013-56.2% | $2,671-34.2% |
| Participant deferral / active EE | $1,224 | $4,310-71.6% | $6,222-80.3% | $4,126-70.3% |
| Admin fee / account holder | $2,168 | $5,404-59.9% | $9,015-75.9% | $5,651-61.6% |