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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 | $21,743 | $105,867-79.5% | $90,760-76.0% | $134,532-83.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.15% | -10.99%-12.2pp | -12.16%-11.0pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,391 | $3,464-59.8% | $2,922-52.4% | $4,741-70.7% |
| Participant deferral / active EE | $1,231 | $5,217-76.4% | $4,565-73.0% | $6,401-80.8% |
| Admin fee / account holder | $2,778 | $13,936-80.1% | $8,444-67.1% | $11,429-75.7% |