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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 | $23,059 | $127,387-81.9% | $115,038-80.0% | $125,389-81.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.75% | 31.28%-38.0pp | 26.14%-32.9pp | 282.24%-289.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $402 | $6,423-93.7% | $6,026-93.3% | $5,352-92.5% |
| Admin fee / account holder | $755 | $9,516-92.1% | $8,175-90.8% | $9,541-92.1% |