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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 | $17,938 | $99,345-81.9% | $84,753-78.8% | $273,972-93.5% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -0.49% | 22.93%-23.4pp | 22.78%-23.3pp | 41.46%-41.9pp |
| Employer contribution / active EE | $8,872 | $4,214+110.5% | $3,574+148.2% | $4,869+82.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $715 | $6,645-89.2% | $5,333-86.6% | $10,133-92.9% |