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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 | $19,295 | $64,716-70.2% | $112,258-82.8% | $68,495-71.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -22.50% | -11.40%-11.1pp | 27.47%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,000 | $2,746-27.2% | $3,636-45.0% | $2,596-23.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,018 | $5,232-42.3% | $6,411-52.9% | $5,403-44.1% |