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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 | $51,556 | $142,392-63.8% | $119,622-56.9% | $134,532-61.7% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -22.15% | -12.46%-9.7pp | -14.98%-7.2pp | 418.27%-440.4pp |
| Employer contribution / active EE | $10,945 | $5,224+109.5% | $4,232+158.6% | $4,741+130.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,461 | $13,593-52.5% | $10,328-37.4% | $11,429-43.5% |