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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 | $82,546 | $105,623-21.8% | $87,502-5.7% | $273,972-69.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -1.50% | 12.26%-13.8pp | 12.21%-13.7pp | 41.46%-43.0pp |
| Employer contribution / active EE | $17,977 | $3,141+472.4% | $2,550+605.1% | $4,869+269.2% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $691 | $4,781-85.5% | $4,221-83.6% | $10,133-93.2% |