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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 | $20,732 | $53,018-60.9% | $70,014-70.4% | $62,891-67.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -2.78% | 13.35%-16.1pp | 12.99%-15.8pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,250 | $1,799-30.5% | $2,338-46.5% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $29,958 | $3,690+712.0% | $4,380+583.9% | $4,296+597.4% |