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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 | $50,129 | $91,537-45.2% | $130,045-61.5% | $75,173-33.3% |
| Participation rate | 75.0% | 71.5%+3.5pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 10.10% | -631.55%+641.6pp | -137.30%+147.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $2,109 | $2,845-25.9% | $4,321-51.2% | $2,671-21.0% |
| Participant deferral / active EE | $1,355 | $4,343-68.8% | $5,820-76.7% | $4,126-67.2% |
| Admin fee / account holder | $1,471 | $6,780-78.3% | $10,600-86.1% | $5,651-74.0% |