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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 | $31,557 | $76,912-59.0% | $129,118-75.6% | $68,486-53.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -21.36% | -9.78%-11.6pp | -10.94%-10.4pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,732 | $3,243-46.6% | $5,051-65.7% | $2,597-33.3% |
| Participant deferral / active EE | $1,646 | $4,732-65.2% | $6,539-74.8% | $4,028-59.1% |
| Admin fee / account holder | $1,241 | $6,638-81.3% | $14,305-91.3% | $5,404-77.0% |