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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 | $64,814 | $85,790-24.5% | $67,313-3.7% | $135,380-52.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.81% | -0.54%-11.3pp | -4.08%-7.7pp | 519.81%-531.6pp |
| Employer contribution / active EE | $23,822 | $3,487+583.1% | $2,566+828.5% | $4,779+398.5% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,759 | $6,392-72.5% | $4,507-61.0% | $10,828-83.8% |