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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 | $19,675 | $52,911-62.8% | $73,309-73.2% | $59,633-67.0% |
| Participation rate | 75.8% | 68.2%+7.5pp | 74.9%+0.8pp | 68.7%+7.1pp |
| Annual return | -3.47% | 12.20%-15.7pp | 5.67%-9.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,416 | $1,909-25.8% | $3,237-56.3% | $2,203-35.7% |
| Participant deferral / active EE | $1,055 | $4,069-74.1% | $4,991-78.9% | $3,192-67.0% |
| Admin fee / account holder | $2,750 | $3,835-28.3% | $5,635-51.2% | $4,297-36.0% |