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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 | $48,757 | $117,904-58.6% | $102,457-52.4% | $145,978-66.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -8.25% | 31.80%-40.1pp | 29.41%-37.7pp | 550.52%-558.8pp |
| Employer contribution / active EE | $3,696 | $3,613+2.3% | $3,022+22.3% | $4,662-20.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $633 | $13,329-95.3% | $9,451-93.3% | $13,400-95.3% |