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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 | $43,625 | $78,690-44.6% | $161,489-73.0% | $87,485-50.1% |
| Participation rate | 98.6% | 67.5%+31.2pp | 78.7%+19.9pp | 68.9%+29.7pp |
| Annual return | 2.11% | 32.74%-30.6pp | 89.72%-87.6pp | 26.06%-23.9pp |
| Employer contribution / active EE | $1,233 | $2,588-52.4% | $4,268-71.1% | $2,596-52.5% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,388 | $6,724-64.5% | $16,006-85.1% | $7,775-69.3% |