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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 | $49,068 | $81,476-39.8% | $102,383-52.1% | $80,925-39.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -21.20% | 25.59%-46.8pp | 24.94%-46.1pp | 35.65%-56.9pp |
| Employer contribution / active EE | $7,000 | $3,105+125.5% | $3,870+80.9% | $2,756+154.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,106 | $6,717-24.0% | $8,391-39.2% | $6,940-26.4% |