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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 | $36,035 | $215,361-83.3% | $171,082-78.9% | $273,972-86.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | -4.96% | 25.14%-30.1pp | 32.56%-37.5pp | 41.46%-46.4pp |
| Employer contribution / active EE | $785 | $4,967-84.2% | $4,002-80.4% | $4,869-83.9% |
| Participant deferral / active EE | $661 | $5,543-88.1% | $4,797-86.2% | $5,287-87.5% |
| Admin fee / account holder | $1,429 | $10,846-86.8% | $8,520-83.2% | $10,133-85.9% |