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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 | $39,133 | $63,082-38.0% | $81,716-52.1% | $79,852-51.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -0.12% | 22.66%-22.8pp | 29.49%-29.6pp | 31.72%-31.8pp |
| Employer contribution / active EE | $5,077 | $1,795+182.8% | $4,310+17.8% | $2,471+105.5% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,250 | $4,428-71.8% | $5,159-75.8% | $5,306-76.4% |