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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 | $34,222 | $73,981-53.7% | $105,754-67.6% | $62,881-45.6% |
| Participation rate | 97.5% | 71.7%+25.8pp | 78.9%+18.6pp | 69.3%+28.2pp |
| Annual return | -1.02% | 17.60%-18.6pp | 12.25%-13.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,373 | $2,856-51.9% | $4,079-66.3% | $2,281-39.8% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,926 | $5,976-51.0% | $8,309-64.8% | $4,296-31.9% |