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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 | $49,032 | $93,598-47.6% | $135,974-63.9% | $75,173-34.8% |
| Participation rate | 93.4% | 75.2%+18.2pp | 81.9%+11.5pp | 67.2%+26.2pp |
| Annual return | -16.23% | 30.89%-47.1pp | 68.30%-84.5pp | 160.72%-177.0pp |
| Employer contribution / active EE | $4,257 | $3,538+20.3% | $4,859-12.4% | $2,671+59.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,114 | $6,978-84.0% | $10,767-89.7% | $5,651-80.3% |