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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 | $21,733 | $77,638-72.0% | $156,551-86.1% | $62,881-65.4% |
| Participation rate | 89.4% | 71.2%+18.2pp | 84.0%+5.3pp | 69.3%+20.1pp |
| Annual return | -1.29% | 50.33%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $2,533 | $3,444-26.5% | $5,501-54.0% | $2,281+11.1% |
| Participant deferral / active EE | $343 | $3,046-88.7% | $4,871-93.0% | $3,203-89.3% |
| Admin fee / account holder | $1,164 | $5,561-79.1% | $13,028-91.1% | $4,296-72.9% |