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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 | $54,214 | $58,828-7.8% | $78,002-30.5% | $62,881-13.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -2.95% | 17.16%-20.1pp | 425.99%-428.9pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,429 | $1,672-14.5% | $2,470-42.2% | $2,281-37.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,714 | $4,393+52.8% | $5,481+22.5% | $4,296+56.3% |