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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 | $54,007 | $82,028-34.2% | $123,105-56.1% | $59,633-9.4% |
| Participation rate | 95.0% | 83.2%+11.8pp | 86.8%+8.2pp | 68.7%+26.3pp |
| Annual return | -2.19% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $4,052 | $3,297+22.9% | $5,151-21.3% | $2,203+84.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,219 | $5,879-62.3% | $9,014-75.4% | $4,297-48.4% |