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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 | $44,340 | $56,484-21.5% | $169,452-73.8% | $64,173-30.9% |
| Participation rate | 97.9% | 64.5%+33.3pp | 77.8%+20.1pp | 69.6%+28.3pp |
| Annual return | -29.97% | -1.55%-28.4pp | 1.83%-31.8pp | 7.63%-37.6pp |
| Employer contribution / active EE | $6,788 | $1,832+270.4% | $4,157+63.3% | $2,381+185.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $831 | $4,174-80.1% | $9,110-90.9% | $4,887-83.0% |