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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 | $66,563 | $81,504-18.3% | $102,437-35.0% | $80,959-17.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -1.13% | 25.60%-26.7pp | 24.95%-26.1pp | 35.67%-36.8pp |
| Employer contribution / active EE | $6,647 | $3,104+114.2% | $3,871+71.7% | $2,757+141.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,567 | $6,719-46.9% | $8,388-57.5% | $6,925-48.5% |