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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 | $34,502 | $91,198-62.2% | $178,503-80.7% | $79,856-56.8% |
| Participation rate | 81.7% | 69.2%+12.5pp | 81.9%-0.2pp | 69.6%+12.1pp |
| Annual return | -0.28% | 24.20%-24.5pp | 151.12%-151.4pp | 31.71%-32.0pp |
| Employer contribution / active EE | $2,038 | $3,257-37.4% | $5,011-59.3% | $2,471-17.5% |
| Participant deferral / active EE | $43 | $3,237-98.7% | $5,202-99.2% | $3,741-98.8% |
| Admin fee / account holder | $2,527 | $6,748-62.6% | $13,987-81.9% | $5,306-52.4% |