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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 | $37,148 | $131,835-71.8% | $108,582-65.8% | $273,972-86.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 0.26% | -91.57%+91.8pp | -51.70%+52.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $1,183 | $4,913-75.9% | $3,758-68.5% | $4,869-75.7% |
| Participant deferral / active EE | $636 | $5,127-87.6% | $4,311-85.3% | $5,287-88.0% |
| Admin fee / account holder | $844 | $10,253-91.8% | $7,645-89.0% | $10,133-91.7% |