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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 | $37,652 | $99,345-62.1% | $84,753-55.6% | $273,972-86.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.29% | 22.93%-24.2pp | 22.78%-24.1pp | 41.46%-42.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $145 | $4,270-96.6% | $3,712-96.1% | $5,287-97.3% |
| Admin fee / account holder | $2,920 | $6,645-56.1% | $5,333-45.2% | $10,133-71.2% |