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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 | $132,820-56.9% | $203,445-71.8% | $132,820-56.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.8%+23.2pp | 74.3%+25.7pp |
| Annual return | -18.12% | 14.82%-32.9pp | -5.67%-12.4pp | 14.82%-32.9pp |
| Employer contribution / active EE | $8,904 | $4,144+114.9% | $4,770+86.7% | $4,144+114.9% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $3,908-100.0% | $3,980-100.0% |
| Admin fee / account holder | $6,153 | $11,722-47.5% | $14,231-56.8% | $11,722-47.5% |