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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 | $33,600 | $65,034-48.3% | $90,970-63.1% | $79,856-57.9% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.0%+9.1pp | 69.6%+8.5pp |
| Annual return | -0.93% | 30.45%-31.4pp | 134.60%-135.5pp | 31.71%-32.6pp |
| Employer contribution / active EE | $528 | $1,247-57.7% | $2,122-75.1% | $2,471-78.6% |
| Participant deferral / active EE | $1,056 | $2,512-58.0% | $3,373-68.7% | $3,741-71.8% |
| Admin fee / account holder | $534 | $4,536-88.2% | $5,961-91.0% | $5,306-89.9% |