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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 | $54,378 | $54,541-0.3% | $78,778-31.0% | $70,126-22.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | -14.81% | 21.07%-35.9pp | 35.62%-50.4pp | 73.15%-88.0pp |
| Employer contribution / active EE | $4,399 | $1,089+304.1% | $1,986+121.5% | $2,343+87.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $758 | $3,709-79.6% | $5,134-85.2% | $4,645-83.7% |