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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 | $46,145 | $142,409-67.6% | $119,634-61.4% | $134,545-65.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -35.44% | -12.46%-23.0pp | -14.98%-20.5pp | 418.37%-453.8pp |
| Employer contribution / active EE | $2,207 | $5,224-57.8% | $4,232-47.9% | $4,742-53.5% |
| Participant deferral / active EE | $1,465 | $6,468-77.3% | $5,601-73.8% | $6,401-77.1% |
| Admin fee / account holder | $7,642 | $13,594-43.8% | $10,329-26.0% | $11,431-33.1% |