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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 | $63,475 | $72,404-12.3% | $110,243-42.4% | $64,173-1.1% |
| Participation rate | 95.5% | 73.3%+22.1pp | 79.8%+15.6pp | 69.6%+25.9pp |
| Annual return | -8.90% | -6.29%-2.6pp | 314.76%-323.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,807 | $2,282-20.8% | $3,827-52.8% | $2,381-24.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,403 | $5,664-75.2% | $8,548-83.6% | $4,887-71.3% |