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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 | $20,594 | $52,911-61.1% | $73,309-71.9% | $59,633-65.5% |
| Participation rate | 88.9% | 68.2%+20.7pp | 74.9%+14.0pp | 68.7%+20.2pp |
| Annual return | -2.52% | 12.20%-14.7pp | 5.67%-8.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $950 | $1,909-50.2% | $3,237-70.7% | $2,203-56.9% |
| Participant deferral / active EE | $1,371 | $4,069-66.3% | $4,991-72.5% | $3,192-57.0% |
| Admin fee / account holder | $1,202 | $3,835-68.7% | $5,635-78.7% | $4,297-72.0% |