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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 | $41,383 | $73,848-44.0% | $143,799-71.2% | $68,486-39.6% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -21.93% | 0.91%-22.8pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $2,385 | $3,184-25.1% | $4,952-51.8% | $2,597-8.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,511 | $5,755-73.7% | $14,677-89.7% | $5,404-72.0% |