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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 | $48,957 | $167,522-70.8% | $151,639-67.7% | $134,532-63.6% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -23.18% | 7.81%-31.0pp | 3.34%-26.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,414 | $6,828-64.6% | $6,165-60.8% | $4,741-49.1% |
| Participant deferral / active EE | $3,044 | $8,986-66.1% | $8,363-63.6% | $6,401-52.4% |
| Admin fee / account holder | $5,258 | $13,780-61.8% | $11,613-54.7% | $11,429-54.0% |