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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 | $55,892 | $73,019-23.5% | $90,766-38.4% | $68,490-18.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -28.71% | -13.81%-14.9pp | -12.16%-16.6pp | -7.85%-20.9pp |
| Employer contribution / active EE | $4,329 | $2,193+97.4% | $2,922+48.2% | $2,597+66.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,776 | $5,897-19.0% | $8,446-43.5% | $5,403-11.6% |