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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 | $25,071 | $72,177-65.3% | $115,038-78.2% | $59,633-58.0% |
| Participation rate | 83.0% | 72.6%+10.4pp | 81.4%+1.6pp | 68.7%+14.3pp |
| Annual return | -2.50% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,584 | $4,783-66.9% | $6,026-73.7% | $3,192-50.4% |
| Admin fee / account holder | $1,780 | $4,927-63.9% | $8,175-78.2% | $4,297-58.6% |