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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 | $42,859 | $49,025-12.6% | $87,502-51.0% | $62,881-31.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -3.65% | 10.02%-13.7pp | 12.21%-15.9pp | 20.14%-23.8pp |
| Employer contribution / active EE | $645 | $1,372-53.0% | $2,550-74.7% | $2,281-71.7% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,159 | $4,065-46.9% | $4,221-48.8% | $4,296-49.7% |