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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 | $56,748 | $93,598-39.4% | $135,974-58.3% | $75,173-24.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -16.79% | 30.89%-47.7pp | 68.30%-85.1pp | 160.72%-177.5pp |
| Employer contribution / active EE | $1,659 | $3,538-53.1% | $4,859-65.9% | $2,671-37.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,191 | $6,978-82.9% | $10,767-88.9% | $5,651-78.9% |