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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 | $50,567 | $167,353-69.8% | $143,797-64.8% | $134,545-62.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.43% | 0.48%-29.9pp | -0.04%-29.4pp | 418.37%-447.8pp |
| Employer contribution / active EE | $13,916 | $5,620+147.6% | $4,952+181.0% | $4,742+193.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,153 | $18,096-49.4% | $14,679-37.6% | $11,431-19.9% |