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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 | $47,585 | $127,387-62.6% | $115,038-58.6% | $125,389-62.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -11.13% | 31.28%-42.4pp | 26.14%-37.3pp | 282.24%-293.4pp |
| Employer contribution / active EE | $2,493 | $5,166-51.8% | $4,608-45.9% | $4,866-48.8% |
| Participant deferral / active EE | $1,102 | $6,423-82.8% | $6,026-81.7% | $5,352-79.4% |
| Admin fee / account holder | $3,708 | $9,516-61.0% | $8,175-54.6% | $9,541-61.1% |