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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 | $38,280 | $113,941-66.4% | $94,229-59.4% | $125,389-69.5% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | -4.15% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $745 | $5,179-85.6% | $4,320-82.7% | $5,352-86.1% |
| Admin fee / account holder | $1,693 | $8,392-79.8% | $6,269-73.0% | $9,541-82.3% |