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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 | $31,799 | $63,703-50.1% | $93,063-65.8% | $82,448-61.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 7.95% | -775.43%+783.4pp | 34.15%-26.2pp | 41.64%-33.7pp |
| Employer contribution / active EE | $2,400 | $1,729+38.8% | $2,476-3.1% | $2,551-5.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,543 | $5,982-40.8% | $6,033-41.3% | $7,234-51.0% |