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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 | $13,685 | $48,078-71.5% | $78,676-82.6% | $62,881-78.2% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.2pp | 69.3%+28.5pp |
| Annual return | -0.07% | 31.36%-31.4pp | 62.19%-62.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,016 | $2,015+0.1% | $2,850-29.3% | $2,281-11.6% |
| Participant deferral / active EE | $307 | $2,587-88.1% | $3,517-91.3% | $3,203-90.4% |
| Admin fee / account holder | $2,211 | $3,206-31.0% | $4,510-51.0% | $4,296-48.5% |