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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 | $51,413 | $96,558-46.8% | $80,977-36.5% | $273,972-81.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -2.65% | 15.14%-17.8pp | 17.11%-19.8pp | 41.46%-44.1pp |
| Employer contribution / active EE | $2,727 | $4,869-44.0% | $3,715-26.6% | $4,869-44.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,638 | $7,493+162.1% | $5,517+256.0% | $10,133+93.8% |