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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 | $38,034 | $95,453-60.2% | $112,040-66.1% | $82,448-53.9% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | -2.53% | 23.92%-26.5pp | 24.52%-27.1pp | 41.64%-44.2pp |
| Employer contribution / active EE | $1,131 | $2,318-51.2% | $2,954-61.7% | $2,551-55.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,074 | $9,013-54.8% | $12,098-66.3% | $7,234-43.7% |