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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 | $39,559 | $99,345-60.2% | $84,753-53.3% | $273,972-85.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -0.85% | 22.93%-23.8pp | 22.78%-23.6pp | 41.46%-42.3pp |
| Employer contribution / active EE | $7,500 | $4,214+78.0% | $3,574+109.8% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $33,363 | $6,645+402.0% | $5,333+525.6% | $10,133+229.3% |