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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 | $42,803 | $87,546-51.1% | $75,784-43.5% | $125,389-65.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.35% | 13.49%-18.8pp | 9.68%-15.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $10,894 | $3,930+177.2% | $3,323+227.8% | $4,866+123.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $82,695 | $6,503+1171.7% | $5,300+1460.3% | $9,541+766.7% |