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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 | $78,419 | $110,240-28.9% | $96,544-18.8% | $139,487-43.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | -17.18% | 26.41%-43.6pp | 25.88%-43.1pp | 373.84%-391.0pp |
| Employer contribution / active EE | $7,359 | $3,622+103.1% | $2,966+148.1% | $4,755+54.8% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,199 | $11,602-72.4% | $8,254-61.2% | $11,407-72.0% |