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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 | $35,283 | $37,446-5.8% | $77,552-54.5% | $79,856-55.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | -11.78% | 39.76%-51.5pp | 54.82%-66.6pp | 31.71%-43.5pp |
| Employer contribution / active EE | $1,020 | $637+60.1% | $987+3.4% | $2,471-58.7% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,540 | $2,506+41.3% | $2,859+23.8% | $5,306-33.3% |