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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 | $34,983 | $97,125-64.0% | $86,233-59.4% | $137,256-74.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -0.71% | 74.19%-74.9pp | 61.39%-62.1pp | 220.34%-221.1pp |
| Employer contribution / active EE | $1,598 | $2,841-43.7% | $2,504-36.2% | $4,156-61.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,199 | $9,725-87.7% | $8,342-85.6% | $12,270-90.2% |