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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 | $71,190 | $87,106-18.3% | $105,607-32.6% | $80,935-12.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -7.47% | 17.01%-24.5pp | 116.11%-123.6pp | 35.66%-43.1pp |
| Employer contribution / active EE | $5,522 | $2,396+130.4% | $3,167+74.4% | $2,757+100.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,320 | $8,447-84.4% | $10,958-88.0% | $6,924-80.9% |