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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 | $31,859 | $131,835-75.8% | $108,582-70.7% | $273,972-88.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 0.64% | -91.57%+92.2pp | -51.70%+52.3pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,198 | $5,127-76.6% | $4,311-72.2% | $5,287-77.3% |
| Admin fee / account holder | $17,238 | $10,253+68.1% | $7,645+125.5% | $10,133+70.1% |