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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 | $67,276 | $56,339+19.4% | $104,299-35.5% | $68,490-1.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -19.29% | -9.19%-10.1pp | 24.62%-43.9pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,245 | $1,960-36.5% | $3,373-63.1% | $2,597-52.1% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,153 | $4,902+45.9% | $7,339-2.5% | $5,403+32.4% |