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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 | $36,524 | $167,362-78.2% | $143,799-74.6% | $134,532-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.48% | 0.47%-23.0pp | -0.04%-22.4pp | 418.27%-440.8pp |
| Employer contribution / active EE | $4,000 | $5,620-28.8% | $4,952-19.2% | $4,741-15.6% |
| Participant deferral / active EE | $1,867 | $6,447-71.0% | $5,638-66.9% | $6,401-70.8% |
| Admin fee / account holder | $1,089 | $18,094-94.0% | $14,677-92.6% | $11,429-90.5% |