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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 | $40,441 | $58,587-31.0% | $83,322-51.5% | $64,173-37.0% |
| Participation rate | 97.0% | 72.0%+24.9pp | 77.8%+19.2pp | 69.6%+27.4pp |
| Annual return | -26.55% | 9.65%-36.2pp | 10.64%-37.2pp | 7.63%-34.2pp |
| Employer contribution / active EE | $8,792 | $2,098+319.0% | $3,379+160.2% | $2,381+269.3% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $680 | $9,279-92.7% | $7,540-91.0% | $4,887-86.1% |