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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 | $79,209 | $167,353-52.7% | $143,797-44.9% | $134,545-41.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.33% | 0.48%-29.8pp | -0.04%-29.3pp | 418.37%-447.7pp |
| Employer contribution / active EE | $5,737 | $5,620+2.1% | $4,952+15.8% | $4,742+21.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,000 | $18,096-94.5% | $14,679-93.2% | $11,431-91.3% |