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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 | $27,152 | $181,062-85.0% | $158,223-82.8% | $155,188-82.5% |
| Participation rate | 72.2% | 82.7%-10.4pp | 79.2%-7.0pp | 80.8%-8.6pp |
| Annual return | -14.83% | 57.39%-72.2pp | 52.09%-66.9pp | 148.84%-163.7pp |
| Employer contribution / active EE | $3,611 | $4,565-20.9% | $4,109-12.1% | $4,248-15.0% |
| Participant deferral / active EE | $685 | $6,134-88.8% | $5,467-87.5% | $6,531-89.5% |
| Admin fee / account holder | $457 | $18,825-97.6% | $16,047-97.2% | $14,480-96.8% |