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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 | $42,148 | $98,776-57.3% | $149,745-71.9% | $79,856-47.2% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | -16.56% | 27.38%-43.9pp | 276.72%-293.3pp | 31.71%-48.3pp |
| Employer contribution / active EE | $1,845 | $3,217-42.7% | $4,646-60.3% | $2,471-25.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $734 | $6,053-87.9% | $9,312-92.1% | $5,306-86.2% |