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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 | $81,457-18.3% | $103,378-35.6% | $80,911-17.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -1.13% | 25.58%-26.7pp | 24.91%-26.0pp | 35.63%-36.8pp |
| Employer contribution / active EE | $6,647 | $3,107+113.9% | $3,870+71.8% | $2,756+141.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,567 | $6,717-46.9% | $8,401-57.5% | $6,935-48.6% |