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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 | $34,657 | $78,707-56.0% | $117,861-70.6% | $70,126-50.6% |
| Participation rate | 97.2% | 73.2%+24.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | -7.33% | 23.30%-30.6pp | 335.11%-342.4pp | 73.15%-80.5pp |
| Employer contribution / active EE | $9,554 | $2,223+329.7% | $3,786+152.3% | $2,343+307.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,228 | $5,066-75.8% | $8,021-84.7% | $4,645-73.6% |