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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 | $43,840 | $94,529-53.6% | $140,019-68.7% | $64,181-31.7% |
| Participation rate | 73.1% | 84.1%-11.0pp | 87.5%-14.4pp | 69.6%+3.5pp |
| Annual return | -7.71% | 7.77%-15.5pp | 651.15%-658.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,684 | $3,812-55.8% | $5,605-70.0% | $2,381-29.3% |
| Participant deferral / active EE | $2,087 | $5,250-60.3% | $6,927-69.9% | $3,470-39.9% |
| Admin fee / account holder | $2,562 | $6,741-62.0% | $10,705-76.1% | $4,887-47.6% |