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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 | $48,243 | $57,352-15.9% | $83,831-42.5% | $64,173-24.8% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | -10.54% | 11.38%-21.9pp | 850.99%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $15,343 | $2,546+502.8% | $3,631+322.6% | $2,381+544.5% |
| Participant deferral / active EE | $280 | $2,993-90.6% | $4,082-93.1% | $3,470-91.9% |
| Admin fee / account holder | $2,966 | $4,046-26.7% | $5,479-45.9% | $4,887-39.3% |