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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 | $33,243 | $135,956-75.5% | $123,894-73.2% | $273,970-87.9% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | -1.44% | 56.63%-58.1pp | 47.52%-49.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $916 | $5,170-82.3% | $4,617-80.2% | $4,869-81.2% |
| Participant deferral / active EE | $1,757 | $6,343-72.3% | $5,984-70.6% | $5,287-66.8% |
| Admin fee / account holder | $385 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |