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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 | $38,581 | $64,719-40.4% | $112,249-65.6% | $68,486-43.7% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -19.93% | -11.40%-8.5pp | 27.48%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $779 | $2,747-71.7% | $3,636-78.6% | $2,597-70.0% |
| Participant deferral / active EE | $670 | $3,565-81.2% | $4,729-85.8% | $4,028-83.4% |
| Admin fee / account holder | $2,045 | $5,232-60.9% | $6,412-68.1% | $5,404-62.2% |