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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 | $30,830 | $127,387-75.8% | $115,038-73.2% | $125,389-75.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -20.26% | 31.28%-51.5pp | 26.14%-46.4pp | 282.24%-302.5pp |
| Employer contribution / active EE | $18,018 | $5,166+248.8% | $4,608+291.0% | $4,866+270.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $827 | $9,516-91.3% | $8,175-89.9% | $9,541-91.3% |