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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 | $86,949-19.7% | $102,460-31.9% | $80,959-13.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -45.36% | 18.89%-64.3pp | 29.47%-74.8pp | 35.67%-81.0pp |
| Employer contribution / active EE | $5,132 | $2,370+116.6% | $3,025+69.6% | $2,757+86.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,620 | $8,048-79.9% | $9,460-82.9% | $6,925-76.6% |