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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 | $54,911 | $162,812-66.3% | $133,971-59.0% | $158,966-65.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.50% | 41.94%-44.4pp | 45.09%-47.6pp | 302.95%-305.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $69 | $5,910-98.8% | $5,047-98.6% | $5,983-98.9% |
| Admin fee / account holder | $1,405 | $11,741-88.0% | $8,929-84.3% | $11,250-87.5% |