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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 | $28,883 | $39,162-26.2% | $100,671-71.3% | $59,633-51.6% |
| Participation rate | 97.8% | 55.9%+41.9pp | 70.7%+27.1pp | 68.7%+29.1pp |
| Annual return | -4.08% | 21.07%-25.2pp | 20.43%-24.5pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $2,198 | $1,151+91.0% | $4,012-45.2% | $2,203-0.2% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,938 | $2,969-1.1% | $4,850-39.4% | $4,297-31.6% |