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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 | $51,215 | $167,533-69.4% | $151,645-66.2% | $134,545-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.39% | 7.81%-35.2pp | 3.34%-30.7pp | 418.37%-445.8pp |
| Employer contribution / active EE | $6,291 | $6,828-7.9% | $6,165+2.0% | $4,742+32.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,585 | $13,781-88.5% | $11,614-86.4% | $11,431-86.1% |