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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 | $32,826 | $56,060-41.4% | $76,002-56.8% | $80,874-59.4% |
| Participation rate | 89.2% | 62.0%+27.2pp | 69.1%+20.1pp | 67.6%+21.5pp |
| Annual return | 0.18% | 20.54%-20.4pp | 360.07%-359.9pp | 35.62%-35.4pp |
| Employer contribution / active EE | $2,225 | $1,873+18.8% | $2,688-17.2% | $2,756-19.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,448 | $5,237-72.4% | $6,414-77.4% | $6,935-79.1% |