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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 | $45,024 | $92,219-51.2% | $76,767-41.3% | $135,380-66.7% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -9.93% | 5.46%-15.4pp | 2.43%-12.4pp | 519.81%-529.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,032 | $4,508-77.1% | $3,852-73.2% | $5,609-81.6% |
| Admin fee / account holder | $558 | $10,749-94.8% | $6,675-91.6% | $10,828-94.8% |