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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 | $53,895 | $105,623-49.0% | $87,502-38.4% | $273,972-80.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | -9.58% | 12.26%-21.8pp | 12.21%-21.8pp | 41.46%-51.0pp |
| Employer contribution / active EE | $178 | $3,141-94.3% | $2,550-93.0% | $4,869-96.3% |
| Participant deferral / active EE | $128 | $3,601-96.4% | $3,149-95.9% | $5,287-97.6% |
| Admin fee / account holder | $2,578 | $4,781-46.1% | $4,221-38.9% | $10,133-74.6% |