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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 | $81,351 | $94,529-13.9% | $140,019-41.9% | $64,173+26.8% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -9.07% | 7.77%-16.8pp | 651.17%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $4,949 | $3,812+29.8% | $5,605-11.7% | $2,381+107.9% |
| Participant deferral / active EE | $2,057 | $5,250-60.8% | $6,927-70.3% | $3,470-40.7% |
| Admin fee / account holder | $6,473 | $6,741-4.0% | $10,705-39.5% | $4,887+32.4% |