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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 | $11,133 | $43,338-74.3% | $59,887-81.4% | $64,173-82.7% |
| Participation rate | 93.3% | 69.2%+24.2pp | 74.7%+18.6pp | 69.6%+23.8pp |
| Annual return | -7.95% | -1.55%-6.4pp | 3.46%-11.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,396 | $2,030+18.0% | $2,722-12.0% | $2,381+0.6% |
| Participant deferral / active EE | $340 | $2,547-86.6% | $3,402-90.0% | $3,470-90.2% |
| Admin fee / account holder | $2,564 | $3,007-14.7% | $3,591-28.6% | $4,887-47.5% |