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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 | $32,498 | $49,280-34.1% | $67,313-51.7% | $64,173-49.4% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.1%+14.3pp | 69.6%+13.8pp |
| Annual return | -9.22% | -1.39%-7.8pp | -4.08%-5.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,794 | $1,668+7.5% | $2,566-30.1% | $2,381-24.6% |
| Participant deferral / active EE | $637 | $2,484-74.3% | $3,568-82.1% | $3,470-81.6% |
| Admin fee / account holder | $10,625 | $3,863+175.1% | $4,507+135.8% | $4,887+117.4% |