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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 | $30,000 | $76,551-60.8% | $123,894-75.8% | $62,881-52.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -25.70% | 18.68%-44.4pp | 47.52%-73.2pp | 20.14%-45.8pp |
| Employer contribution / active EE | $3,719 | $2,882+29.0% | $4,617-19.4% | $2,281+63.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $957 | $4,826-80.2% | $8,357-88.6% | $4,296-77.7% |