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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 | $49,806 | $71,872-30.7% | $86,691-42.5% | $68,495-27.3% |
| Participation rate | 77.6% | 72.2%+5.3pp | 76.6%+1.0pp | 67.9%+9.7pp |
| Annual return | -19.26% | 3.53%-22.8pp | 35.94%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,111 | $2,173-2.9% | $2,837-25.6% | $2,596-18.7% |
| Participant deferral / active EE | $1,115 | $3,779-70.5% | $4,656-76.1% | $4,028-72.3% |
| Admin fee / account holder | $689 | $6,112-88.7% | $7,492-90.8% | $5,403-87.2% |