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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 | $181,062-87.3% | $158,223-85.4% | $155,188-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -4.43% | 57.39%-61.8pp | 52.09%-56.5pp | 148.84%-153.3pp |
| Employer contribution / active EE | $3,922 | $4,565-14.1% | $4,109-4.6% | $4,248-7.7% |
| Participant deferral / active EE | $1,142 | $6,134-81.4% | $5,467-79.1% | $6,531-82.5% |
| Admin fee / account holder | $10,568 | $18,825-43.9% | $16,047-34.1% | $14,480-27.0% |