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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 | $54,604 | $98,776-44.7% | $149,745-63.5% | $79,856-31.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -13.61% | 27.38%-41.0pp | 276.72%-290.3pp | 31.71%-45.3pp |
| Employer contribution / active EE | $2,673 | $3,217-16.9% | $4,646-42.5% | $2,471+8.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,420 | $6,053-76.5% | $9,312-84.8% | $5,306-73.2% |