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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 | $55,902-41.3% | $76,030-56.8% | $80,959-59.5% |
| Participation rate | 89.2% | 62.1%+27.1pp | 69.1%+20.1pp | 67.7%+21.5pp |
| Annual return | 0.18% | 20.59%-20.4pp | 361.54%-361.4pp | 35.67%-35.5pp |
| Employer contribution / active EE | $2,225 | $1,867+19.2% | $2,688-17.2% | $2,757-19.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,448 | $5,239-72.4% | $6,421-77.5% | $6,925-79.1% |