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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 | $52,756 | $69,977-24.6% | $108,582-51.4% | $62,881-16.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.74% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,754 | $2,135-17.8% | $3,758-53.3% | $2,281-23.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,773 | $5,076+131.9% | $7,645+54.0% | $4,296+174.1% |