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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 | $28,214 | $116,167-75.7% | $64,489-56.3% | $137,256-79.4% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 3.41% | 36.55%-33.1pp | 55.03%-51.6pp | 220.34%-216.9pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $435 | $4,215-89.7% | $2,778-84.3% | $6,407-93.2% |
| Admin fee / account holder | $4,291 | $6,188-30.7% | $4,260+0.7% | $12,270-65.0% |