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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 | $54,927 | $42,909+28.0% | $60,906-9.8% | $68,486-19.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -20.62% | -13.99%-6.6pp | 16.94%-37.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $6,282 | $1,979+217.5% | $2,703+132.4% | $2,597+141.9% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,848 | $3,104+88.4% | $3,227+81.2% | $5,404+8.2% |