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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 | $22,951 | $45,566-49.6% | $64,105-64.2% | $59,633-61.5% |
| Participation rate | 91.4% | 60.2%+31.2pp | 68.2%+23.2pp | 68.7%+22.7pp |
| Annual return | -4.00% | 4.95%-9.0pp | 791.24%-795.2pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $809 | $934-13.3% | $1,820-55.5% | $2,203-63.3% |
| Participant deferral / active EE | $430 | $2,057-79.1% | $2,822-84.8% | $3,192-86.5% |
| Admin fee / account holder | $2,050 | $3,268-37.3% | $4,499-54.4% | $4,297-52.3% |