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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 | $65,529 | $91,536-28.4% | $130,062-49.6% | $75,177-12.8% |
| Participation rate | 92.5% | 71.5%+21.0pp | 78.5%+14.0pp | 67.2%+25.3pp |
| Annual return | 8.90% | -631.62%+640.5pp | -137.37%+146.3pp | 160.75%-151.8pp |
| Employer contribution / active EE | $757 | $2,845-73.4% | $4,322-82.5% | $2,671-71.7% |
| Participant deferral / active EE | $1,606 | $4,343-63.0% | $5,821-72.4% | $4,126-61.1% |
| Admin fee / account holder | $3,781 | $6,780-44.2% | $10,601-64.3% | $5,651-33.1% |