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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 | $45,015 | $97,289-53.7% | $92,805-51.5% | $155,188-71.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | -30.20% | 29.03%-59.2pp | 31.59%-61.8pp | 148.84%-179.0pp |
| Employer contribution / active EE | $969 | $3,632-73.3% | $3,424-71.7% | $4,248-77.2% |
| Participant deferral / active EE | $1,212 | $8,795-86.2% | $8,448-85.7% | $6,531-81.4% |
| Admin fee / account holder | $21,988 | $12,015+83.0% | $10,911+101.5% | $14,480+51.9% |