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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 | $27,970 | $90,486-69.1% | $78,676-64.4% | $273,972-89.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | -0.68% | 75.62%-76.3pp | 62.19%-62.9pp | 41.46%-42.1pp |
| Employer contribution / active EE | $2,427 | $3,175-23.6% | $2,850-14.8% | $4,869-50.2% |
| Participant deferral / active EE | $343 | $3,901-91.2% | $3,517-90.3% | $5,287-93.5% |
| Admin fee / account holder | $837 | $5,263-84.1% | $4,510-81.4% | $10,133-91.7% |