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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 | $12,333 | $133,981-90.8% | $112,249-89.0% | $134,532-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.90% | 47.16%-70.1pp | 27.48%-50.4pp | 418.27%-441.2pp |
| Employer contribution / active EE | $4,975 | $4,040+23.1% | $3,636+36.8% | $4,741+4.9% |
| Participant deferral / active EE | $233 | $5,292-95.6% | $4,729-95.1% | $6,401-96.4% |
| Admin fee / account holder | $333 | $7,492-95.6% | $6,412-94.8% | $11,429-97.1% |