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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 | $34,461 | $100,811-65.8% | $86,698-60.3% | $134,545-74.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -21.10% | 29.11%-50.2pp | 35.96%-57.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $707 | $5,339-86.8% | $4,656-84.8% | $6,401-89.0% |
| Admin fee / account holder | $4,333 | $10,926-60.3% | $7,492-42.2% | $11,431-62.1% |