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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 | $38,822 | $84,527-54.1% | $67,711-42.7% | $125,393-69.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.09% | 2.57%-6.7pp | 25.41%-29.5pp | 282.23%-286.3pp |
| Employer contribution / active EE | $10,000 | $3,292+203.8% | $2,559+290.7% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,351-100.0% |
| Admin fee / account holder | $445 | $5,340-91.7% | $4,255-89.5% | $9,541-95.3% |