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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 | $38,968 | $69,977-44.3% | $108,582-64.1% | $62,881-38.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 0.12% | 10.73%-10.6pp | -51.70%+51.8pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,053 | $2,135-3.8% | $3,758-45.4% | $2,281-10.0% |
| Participant deferral / active EE | $1,062 | $3,165-66.4% | $4,311-75.4% | $3,203-66.8% |
| Admin fee / account holder | $2,555 | $5,076-49.7% | $7,645-66.6% | $4,296-40.5% |