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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 | $60,660 | $67,411-10.0% | $91,004-33.3% | $70,126-13.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 5.66% | -40.16%+45.8pp | 4.60%+1.1pp | 73.15%-67.5pp |
| Employer contribution / active EE | $3,273 | $1,786+83.2% | $2,456+33.3% | $2,343+39.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,658 | $4,236+57.2% | $5,417+22.9% | $4,645+43.3% |