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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 | $71,197-32.0% | $93,669-48.3% | $80,925-40.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -30.83% | 11.27%-42.1pp | 133.59%-164.4pp | 35.65%-66.5pp |
| Employer contribution / active EE | $5,602 | $1,565+258.0% | $2,424+131.1% | $2,756+103.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,887 | $6,959-72.9% | $8,291-77.2% | $6,940-72.8% |