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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 | $30,973 | $59,819-48.2% | $79,583-61.1% | $68,490-54.8% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.5%+6.3pp | 67.9%+7.9pp |
| Annual return | -21.72% | -12.30%-9.4pp | 0.16%-21.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $690 | $1,505-54.2% | $2,414-71.4% | $2,597-73.4% |
| Participant deferral / active EE | $561 | $3,025-81.5% | $3,986-85.9% | $4,028-86.1% |
| Admin fee / account holder | $1,440 | $4,835-70.2% | $6,835-78.9% | $5,403-73.4% |