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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 | $47,472 | $90,486-47.5% | $78,676-39.7% | $273,972-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.85% | 75.62%-80.5pp | 62.19%-67.0pp | 41.46%-46.3pp |
| Employer contribution / active EE | $3,397 | $3,175+7.0% | $2,850+19.2% | $4,869-30.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,095 | $5,263+148.8% | $4,510+190.4% | $10,133+29.2% |