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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 | $210,698-91.2% | $178,014-89.5% | $145,959-87.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | -2.47% | 386.27%-388.7pp | 294.80%-297.3pp | 561.95%-564.4pp |
| Employer contribution / active EE | $2,507 | $4,567-45.1% | $3,950-36.5% | $4,661-46.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,953 | $12,016-67.1% | $10,362-61.8% | $13,398-70.5% |