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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 | $28,946 | $51,222-43.5% | $70,544-59.0% | $75,173-61.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 11.30% | 30.06%-18.8pp | 32.79%-21.5pp | 160.72%-149.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $368 | $2,850-87.1% | $4,568-91.9% | $4,126-91.1% |
| Admin fee / account holder | $1,058 | $4,096-74.2% | $6,427-83.5% | $5,651-81.3% |