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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 | $31,089 | $110,248-71.8% | $95,728-67.5% | $139,456-77.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -5.89% | 27.16%-33.1pp | 28.40%-34.3pp | 373.45%-379.3pp |
| Employer contribution / active EE | $13,903 | $3,258+326.7% | $2,835+390.4% | $4,753+192.5% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,341 | $6,607-64.6% | $5,673-58.7% | $11,407-79.5% |