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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 | $68,990 | $69,0120% | $160,009-56.9% | $68,486+0.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -19.45% | -9.65%-9.8pp | 408.85%-428.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $6,194 | $2,212+179.9% | $4,225+46.6% | $2,597+138.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $855 | $4,798-82.2% | $8,715-90.2% | $5,404-84.2% |