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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 | $65,990 | $209,336-68.5% | $197,124-66.5% | $137,256-51.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -11.70% | 48.09%-59.8pp | 44.34%-56.0pp | 220.34%-232.0pp |
| Employer contribution / active EE | $5,278 | $6,591-19.9% | $6,227-15.2% | $4,156+27.0% |
| Participant deferral / active EE | $2,824 | $9,614-70.6% | $9,135-69.1% | $6,407-55.9% |
| Admin fee / account holder | $790 | $17,308-95.4% | $16,298-95.2% | $12,270-93.6% |