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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 | $32,019 | $65,712-51.3% | $57,196-44.0% | $273,972-88.3% |
| Participation rate | 89.5% | 78.3%+11.1pp | 75.3%+14.1pp | 83.0%+6.5pp |
| Annual return | -1.19% | 22.01%-23.2pp | 14.59%-15.8pp | 41.46%-42.6pp |
| Employer contribution / active EE | $2,676 | $3,280-18.4% | $2,683-0.3% | $4,869-45.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,638 | $4,838-66.1% | $3,141-47.8% | $10,133-83.8% |