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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 | $44,680 | $83,485-46.5% | $125,192-64.3% | $72,975-38.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -1.44% | 25.77%-27.2pp | 43.79%-45.2pp | 81.01%-82.4pp |
| Employer contribution / active EE | $724 | $2,346-69.1% | $3,866-81.3% | $2,440-70.3% |
| Participant deferral / active EE | $681 | $3,586-81.0% | $4,937-86.2% | $3,608-81.1% |
| Admin fee / account holder | $2,427 | $5,518-56.0% | $9,704-75.0% | $5,124-52.6% |