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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 | $39,553 | $56,894-30.5% | $84,753-53.3% | $62,881-37.1% |
| Participation rate | 97.7% | 68.5%+29.2pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | -2.57% | 6.30%-8.9pp | 22.78%-25.4pp | 20.14%-22.7pp |
| Employer contribution / active EE | $11,074 | $2,400+361.4% | $3,574+209.8% | $2,281+385.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,998 | $3,581-44.2% | $5,333-62.5% | $4,296-53.5% |