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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 | $51,657 | $62,589-17.5% | $76,768-32.7% | $64,173-19.5% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -8.09% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,086 | $1,832-40.7% | $2,485-56.3% | $2,381-54.4% |
| Participant deferral / active EE | $1,406 | $3,145-55.3% | $3,852-63.5% | $3,470-59.5% |
| Admin fee / account holder | $674 | $4,667-85.6% | $6,675-89.9% | $4,887-86.2% |