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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 | $46,500 | $48,078-3.3% | $78,676-40.9% | $62,881-26.1% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | -0.83% | 31.36%-32.2pp | 62.19%-63.0pp | 20.14%-21.0pp |
| Employer contribution / active EE | $10,779 | $2,015+435.1% | $2,850+278.2% | $2,281+372.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,811 | $3,206+18.9% | $4,510-15.5% | $4,296-11.3% |