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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 | $78,370 | $168,636-53.5% | $147,618-46.9% | $125,388-37.5% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -9.32% | 77.65%-87.0pp | 61.98%-71.3pp | 282.24%-291.6pp |
| Employer contribution / active EE | $1,637 | $6,252-73.8% | $5,565-70.6% | $4,866-66.4% |
| Participant deferral / active EE | $1,022 | $5,507-81.4% | $4,895-79.1% | $5,352-80.9% |
| Admin fee / account holder | $7,399 | $13,580-45.5% | $11,612-36.3% | $9,541-22.5% |