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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 | $100,772-65.8% | $86,690-60.2% | $134,493-74.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -21.10% | 29.06%-50.2pp | 35.93%-57.0pp | 418.01%-439.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $707 | $5,338-86.8% | $4,656-84.8% | $6,400-89.0% |
| Admin fee / account holder | $4,333 | $10,920-60.3% | $7,490-42.1% | $11,425-62.1% |