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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 | $22,094 | $93,346-76.3% | $71,796-69.2% | $273,972-91.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | -2.75% | 130.39%-133.1pp | 78.04%-80.8pp | 41.46%-44.2pp |
| Employer contribution / active EE | $3,313 | $2,733+21.2% | $1,924+72.1% | $4,869-32.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,330 | $6,571-79.8% | $4,815-72.4% | $10,133-86.9% |