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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 | $23,055 | $174,379-86.8% | $152,093-84.8% | $138,895-83.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -4.43% | 74.86%-79.3pp | 66.36%-70.8pp | 145.39%-149.8pp |
| Employer contribution / active EE | $3,922 | $4,652-15.7% | $4,175-6.1% | $4,194-6.5% |
| Participant deferral / active EE | $1,142 | $6,159-81.5% | $5,451-79.1% | $6,396-82.1% |
| Admin fee / account holder | $10,568 | $16,880-37.4% | $14,497-27.1% | $12,562-15.9% |