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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 | $69,796 | $86,922-19.7% | $102,438-31.9% | $80,874-13.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -45.36% | 18.90%-64.3pp | 29.37%-74.7pp | 35.62%-81.0pp |
| Employer contribution / active EE | $5,132 | $2,369+116.6% | $3,024+69.7% | $2,756+86.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,620 | $8,050-79.9% | $9,448-82.9% | $6,935-76.6% |