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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 | $53,386 | $138,366-61.4% | $184,185-71.0% | $80,911-34.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | -20.39% | 20.02%-40.4pp | 28.81%-49.2pp | 35.63%-56.0pp |
| Employer contribution / active EE | $1,587 | $4,849-67.3% | $6,426-75.3% | $2,756-42.4% |
| Participant deferral / active EE | $2,272 | $7,074-67.9% | $9,132-75.1% | $4,297-47.1% |
| Admin fee / account holder | $1,684 | $10,484-83.9% | $13,909-87.9% | $6,935-75.7% |