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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 | $36,892 | $48,078-23.3% | $78,676-53.1% | $62,881-41.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.20% | 31.36%-31.6pp | 62.19%-62.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,718 | $2,015+34.9% | $2,850-4.6% | $2,281+19.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,588 | $3,206+417.4% | $4,510+267.8% | $4,296+286.2% |