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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 | $45,217 | $81,262-44.4% | $155,602-70.9% | $80,911-44.1% |
| Participation rate | 98.7% | 66.2%+32.4pp | 78.2%+20.5pp | 67.6%+31.0pp |
| Annual return | -0.04% | 33.34%-33.4pp | 64.81%-64.8pp | 35.63%-35.7pp |
| Employer contribution / active EE | $1,184 | $3,102-61.8% | $4,675-74.7% | $2,756-57.0% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,500 | $7,992-81.2% | $15,923-90.6% | $6,935-78.4% |