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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 | $86,356 | $87,733-1.6% | $106,554-19.0% | $85,851+0.6% |
| Participation rate | 98.3% | 71.9%+26.4pp | 76.1%+22.2pp | 69.3%+29.0pp |
| Annual return | -17.80% | 21.86%-39.7pp | 26.80%-44.6pp | 318.63%-336.4pp |
| Employer contribution / active EE | $11,191 | $2,073+439.9% | $2,819+297.0% | $2,565+336.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,106 | $6,767-39.3% | $7,408-44.6% | $6,261-34.4% |