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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 | $57,347 | $81,476-29.6% | $102,383-44.0% | $80,925-29.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -1.79% | 25.59%-27.4pp | 24.94%-26.7pp | 35.65%-37.4pp |
| Employer contribution / active EE | $22,923 | $3,105+638.3% | $3,870+492.3% | $2,756+731.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,461 | $6,717+70.6% | $8,391+36.6% | $6,940+65.1% |