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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 | $17,061 | $99,345-82.8% | $84,753-79.9% | $273,972-93.8% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | -11.37% | 22.93%-34.3pp | 22.78%-34.2pp | 41.46%-52.8pp |
| Employer contribution / active EE | $5,839 | $4,214+38.6% | $3,574+63.4% | $4,869+19.9% |
| Participant deferral / active EE | $888 | $4,270-79.2% | $3,712-76.1% | $5,287-83.2% |
| Admin fee / account holder | $673 | $6,645-89.9% | $5,333-87.4% | $10,133-93.4% |