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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 | $38,139 | $55,684-31.5% | $75,900-49.8% | $72,976-47.7% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.3%+18.2pp | 69.5%+18.0pp |
| Annual return | -0.26% | 27.60%-27.9pp | 30.73%-31.0pp | 81.02%-81.3pp |
| Employer contribution / active EE | $2,990 | $1,687+77.2% | $2,501+19.5% | $2,440+22.5% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,252 | $3,981+31.9% | $5,421-3.1% | $5,124+2.5% |