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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 | $48,443 | $71,230-32.0% | $93,727-48.3% | $80,959-40.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -30.83% | 11.26%-42.1pp | 133.83%-164.7pp | 35.67%-66.5pp |
| Employer contribution / active EE | $5,602 | $1,565+257.9% | $2,421+131.3% | $2,757+103.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,887 | $6,961-72.9% | $8,292-77.2% | $6,925-72.8% |