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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 | $59,031 | $88,707-33.5% | $74,184-20.4% | $273,972-78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -6.17% | 11.94%-18.1pp | 17.74%-23.9pp | 41.46%-47.6pp |
| Employer contribution / active EE | $596 | $3,159-81.1% | $2,370-74.8% | $4,869-87.8% |
| Participant deferral / active EE | $672 | $4,212-84.0% | $3,550-81.1% | $5,287-87.3% |
| Admin fee / account holder | $634 | $8,717-92.7% | $5,586-88.6% | $10,133-93.7% |