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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 | $45,008 | $185,883-75.8% | $170,043-73.5% | $139,466-67.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | -8.67% | 60.54%-69.2pp | 53.40%-62.1pp | 373.66%-382.3pp |
| Employer contribution / active EE | $7,063 | $7,596-7.0% | $6,790+4.0% | $4,754+48.6% |
| Participant deferral / active EE | $410 | $11,626-96.5% | $10,410-96.1% | $6,712-93.9% |
| Admin fee / account holder | $470 | $15,393-96.9% | $12,824-96.3% | $11,409-95.9% |