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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 | $18,794 | $77,638-75.8% | $156,551-88.0% | $62,881-70.1% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | -0.60% | 50.33%-50.9pp | 32.23%-32.8pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,796 | $3,444-47.8% | $5,501-67.3% | $2,281-21.2% |
| Participant deferral / active EE | $535 | $3,046-82.4% | $4,871-89.0% | $3,203-83.3% |
| Admin fee / account holder | $1,435 | $5,561-74.2% | $13,028-89.0% | $4,296-66.6% |