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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 | $34,084 | $142,361-76.1% | $119,608-71.5% | $134,509-74.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.66% | -12.46%-9.2pp | -14.98%-6.7pp | 418.13%-439.8pp |
| Employer contribution / active EE | $3,500 | $5,224-33.0% | $4,232-17.3% | $4,741-26.2% |
| Participant deferral / active EE | $783 | $6,468-87.9% | $5,601-86.0% | $6,400-87.8% |
| Admin fee / account holder | $3,227 | $13,588-76.3% | $10,326-68.8% | $11,427-71.8% |