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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 | $22,244 | $48,364-54.0% | $71,796-69.0% | $62,881-64.6% |
| Participation rate | 88.9% | 60.6%+28.3pp | 69.1%+19.8pp | 69.3%+19.6pp |
| Annual return | -4.73% | 13.16%-17.9pp | 78.04%-82.8pp | 20.14%-24.9pp |
| Employer contribution / active EE | $624 | $1,042-40.1% | $1,924-67.6% | $2,281-72.6% |
| Participant deferral / active EE | $822 | $2,091-60.7% | $2,794-70.6% | $3,203-74.3% |
| Admin fee / account holder | $2,365 | $3,771-37.3% | $4,815-50.9% | $4,296-45.0% |