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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 | $64,030 | $142,361-55.0% | $119,608-46.5% | $134,509-52.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -27.50% | -12.46%-15.0pp | -14.98%-12.5pp | 418.13%-445.6pp |
| Employer contribution / active EE | $13,877 | $5,224+165.7% | $4,232+227.9% | $4,741+192.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $497 | $13,588-96.3% | $10,326-95.2% | $11,427-95.7% |