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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 | $45,047 | $78,707-42.8% | $117,861-61.8% | $70,126-35.8% |
| Participation rate | 98.2% | 73.2%+25.0pp | 79.7%+18.5pp | 69.5%+28.6pp |
| Annual return | -3.08% | 23.30%-26.4pp | 335.11%-338.2pp | 73.15%-76.2pp |
| Employer contribution / active EE | $5,455 | $2,223+145.3% | $3,786+44.1% | $2,343+132.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,314 | $5,066-34.6% | $8,021-58.7% | $4,645-28.7% |