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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 | $15,335 | $48,078-68.1% | $78,676-80.5% | $62,881-75.6% |
| Participation rate | 94.2% | 65.2%+29.0pp | 73.6%+20.6pp | 69.3%+24.9pp |
| Annual return | -0.21% | 31.36%-31.6pp | 62.19%-62.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,851 | $2,015-8.1% | $2,850-35.0% | $2,281-18.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,717 | $3,206-15.3% | $4,510-39.8% | $4,296-36.8% |