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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 | $28,613 | $39,162-26.9% | $100,671-71.6% | $59,633-52.0% |
| Participation rate | 88.9% | 55.9%+33.0pp | 70.7%+18.2pp | 68.7%+20.2pp |
| Annual return | -3.19% | 21.07%-24.3pp | 20.43%-23.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $3,480 | $1,151+202.4% | $4,012-13.3% | $2,203+58.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,187 | $2,969-60.0% | $4,850-75.5% | $4,297-72.4% |