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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 | $38,668 | $72,273-46.5% | $101,275-61.8% | $79,856-51.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.66% | 22.30%-24.0pp | 46.48%-48.1pp | 31.71%-33.4pp |
| Employer contribution / active EE | $3,390 | $2,691+26.0% | $3,660-7.4% | $2,471+37.2% |
| Participant deferral / active EE | $279 | $3,282-91.5% | $4,371-93.6% | $3,741-92.5% |
| Admin fee / account holder | $1,561 | $4,401-64.5% | $5,948-73.8% | $5,306-70.6% |