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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 | $39,976 | $76,551-47.8% | $123,894-67.7% | $62,881-36.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -3.43% | 18.68%-22.1pp | 47.52%-51.0pp | 20.14%-23.6pp |
| Employer contribution / active EE | $3,535 | $2,882+22.6% | $4,617-23.4% | $2,281+55.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,698 | $4,826-64.8% | $8,357-79.7% | $4,296-60.5% |