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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 | $57,302 | $121,719-52.9% | $210,053-72.7% | $116,462-50.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.8%+19.2pp | 74.7%+25.3pp |
| Annual return | -18.12% | 14.29%-32.4pp | 232.76%-250.9pp | 15.65%-33.8pp |
| Employer contribution / active EE | $8,904 | $2,386+273.1% | $4,521+96.9% | $3,231+175.5% |
| Participant deferral / active EE | $0 | $3,917-100.0% | $4,238-100.0% | $3,836-100.0% |
| Admin fee / account holder | $6,153 | $13,730-55.2% | $16,990-63.8% | $12,754-51.8% |