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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 | $28,288 | $48,078-41.2% | $78,676-64.0% | $62,881-55.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.67% | 31.36%-32.0pp | 62.19%-62.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $2,238 | $2,015+11.1% | $2,850-21.5% | $2,281-1.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,425 | $3,206+131.6% | $4,510+64.6% | $4,296+72.8% |