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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 | $35,200 | $60,349-41.7% | $74,184-52.6% | $62,881-44.0% |
| Participation rate | 81.1% | 72.7%+8.4pp | 76.6%+4.5pp | 69.3%+11.8pp |
| Annual return | -1.90% | 21.38%-23.3pp | 17.74%-19.6pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,055 | $2,856-63.1% | $3,550-70.3% | $3,203-67.1% |
| Admin fee / account holder | $316 | $4,261-92.6% | $5,586-94.3% | $4,296-92.6% |