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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 | $33,240 | $81,208-59.1% | $98,920-66.4% | $79,852-58.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -6.17% | 60.99%-67.2pp | 196.47%-202.6pp | 31.72%-37.9pp |
| Employer contribution / active EE | $1,967 | $1,960+0.4% | $2,689-26.9% | $2,471-20.4% |
| Participant deferral / active EE | $576 | $3,265-82.4% | $4,245-86.4% | $3,740-84.6% |
| Admin fee / account holder | $1,506 | $6,013-75.0% | $6,643-77.3% | $5,306-71.6% |