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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 | $27,706 | $77,817-64.4% | $123,553-77.6% | $64,173-56.8% |
| Participation rate | 97.6% | 74.7%+22.8pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -11.42% | 12.49%-23.9pp | 119.21%-130.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,509 | $3,014-49.9% | $4,628-67.4% | $2,381-36.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,857 | $5,519-66.4% | $9,284-80.0% | $4,887-62.0% |