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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 | $64,876 | $113,941-43.1% | $94,229-31.2% | $125,389-48.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.05% | 5.29%-9.3pp | 10.68%-14.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $7,274 | $4,727+53.9% | $3,587+102.8% | $4,866+49.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $884 | $8,392-89.5% | $6,269-85.9% | $9,541-90.7% |