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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 | $73,982 | $152,592-51.5% | $125,180-40.9% | $152,885-51.6% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | -5.83% | 54.84%-60.7pp | 43.79%-49.6pp | 345.39%-351.2pp |
| Employer contribution / active EE | $3,737 | $4,947-24.4% | $3,866-3.3% | $4,763-21.5% |
| Participant deferral / active EE | $742 | $5,868-87.4% | $4,937-85.0% | $5,851-87.3% |
| Admin fee / account holder | $11,080 | $13,435-17.5% | $9,703+14.2% | $11,598-4.5% |