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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 | $50,560 | $110,083-54.1% | $151,645-66.7% | $68,490-26.2% |
| Participation rate | 75.7% | 84.0%-8.3pp | 87.5%-11.8pp | 67.9%+7.8pp |
| Annual return | -19.18% | -10.12%-9.1pp | 3.34%-22.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,695 | $4,470-62.1% | $6,165-72.5% | $2,597-34.7% |
| Participant deferral / active EE | $2,852 | $6,526-56.3% | $8,363-65.9% | $4,028-29.2% |
| Admin fee / account holder | $4,910 | $7,718-36.4% | $11,614-57.7% | $5,403-9.1% |