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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 | $32,004 | $82,028-61.0% | $123,105-74.0% | $59,633-46.3% |
| Participation rate | 72.5% | 83.2%-10.7pp | 86.8%-14.3pp | 68.7%+3.8pp |
| Annual return | -2.05% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,556 | $3,297-52.8% | $5,151-69.8% | $2,203-29.3% |
| Participant deferral / active EE | $2,095 | $4,667-55.1% | $6,229-66.4% | $3,192-34.4% |
| Admin fee / account holder | $5,405 | $5,879-8.0% | $9,014-40.0% | $4,297+25.8% |