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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 | $39,999 | $56,894-29.7% | $84,753-52.8% | $62,881-36.4% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | -0.83% | 6.30%-7.1pp | 22.78%-23.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $5,172 | $2,400+115.5% | $3,574+44.7% | $2,281+126.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,803 | $3,581+62.0% | $5,333+8.8% | $4,296+35.1% |