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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 | $32,325 | $82,028-60.6% | $123,105-73.7% | $59,633-45.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -9.01% | 5.12%-14.1pp | 13.22%-22.2pp | 2041.45%-2050.5pp |
| Employer contribution / active EE | $2,232 | $3,297-32.3% | $5,151-56.7% | $2,203+1.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,822 | $5,879-69.0% | $9,014-79.8% | $4,297-57.6% |