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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 | $35,707 | $69,977-49.0% | $108,582-67.1% | $62,881-43.2% |
| Participation rate | 87.9% | 72.9%+15.0pp | 79.6%+8.3pp | 69.3%+18.6pp |
| Annual return | -0.39% | 10.73%-11.1pp | -51.70%+51.3pp | 20.14%-20.5pp |
| Employer contribution / active EE | $2,652 | $2,135+24.2% | $3,758-29.5% | $2,281+16.2% |
| Participant deferral / active EE | $1,428 | $3,165-54.9% | $4,311-66.9% | $3,203-55.4% |
| Admin fee / account holder | $461 | $5,076-90.9% | $7,645-94.0% | $4,296-89.3% |