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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 | $31,660 | $116,203-72.8% | $93,621-66.2% | $152,909-79.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | -5.87% | 35.96%-41.8pp | 32.76%-38.6pp | 345.46%-351.3pp |
| Employer contribution / active EE | $1,879 | $3,219-41.6% | $2,719-30.9% | $4,764-60.6% |
| Participant deferral / active EE | $1,095 | $4,605-76.2% | $4,070-73.1% | $5,851-81.3% |
| Admin fee / account holder | $19,420 | $10,751+80.6% | $7,890+146.1% | $11,601+67.4% |