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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 | $101,174 | $127,096-20.4% | $105,736-4.3% | $135,380-25.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -9.61% | 4.49%-14.1pp | 6.27%-15.9pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,073 | $4,107-73.9% | $3,268-67.2% | $4,779-77.6% |
| Participant deferral / active EE | $1,183 | $5,064-76.6% | $4,080-71.0% | $5,609-78.9% |
| Admin fee / account holder | $875 | $9,087-90.4% | $6,913-87.3% | $10,828-91.9% |