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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 | $90,066 | $113,941-21.0% | $94,229-4.4% | $125,389-28.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -7.54% | 5.29%-12.8pp | 10.68%-18.2pp | 282.24%-289.8pp |
| Employer contribution / active EE | $8,994 | $4,727+90.3% | $3,587+150.7% | $4,866+84.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,537 | $8,392-57.9% | $6,269-43.6% | $9,541-62.9% |