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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 | $18,612 | $211,239-91.2% | $178,528-89.6% | $145,877-87.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | -2.47% | 30.22%-32.7pp | 27.11%-29.6pp | 551.28%-553.8pp |
| Employer contribution / active EE | $2,507 | $4,570-45.1% | $3,950-36.5% | $4,663-46.2% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,953 | $12,095-67.3% | $10,419-62.1% | $13,402-70.5% |