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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 | $47,780 | $138,075-65.4% | $123,552-61.3% | $135,379-64.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.08% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,214 | $5,152-76.4% | $4,628-73.8% | $4,779-74.6% |
| Participant deferral / active EE | $1,658 | $6,800-75.6% | $6,426-74.2% | $5,609-70.4% |
| Admin fee / account holder | $13,524 | $10,917+23.9% | $9,285+45.7% | $10,828+24.9% |