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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 | $36,620 | $65,364-44.0% | $92,909-60.6% | $72,975-49.8% |
| Participation rate | 91.9% | 68.3%+23.6pp | 76.0%+15.9pp | 69.5%+22.4pp |
| Annual return | -0.51% | 42.11%-42.6pp | 109.44%-109.9pp | 81.01%-81.5pp |
| Employer contribution / active EE | $1,447 | $2,594-44.2% | $3,653-60.4% | $2,440-40.7% |
| Participant deferral / active EE | $959 | $3,128-69.4% | $4,238-77.4% | $3,608-73.4% |
| Admin fee / account holder | $1,332 | $4,251-68.7% | $5,795-77.0% | $5,124-74.0% |