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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 | $50,830 | $58,828-13.6% | $78,002-34.8% | $62,881-19.2% |
| Participation rate | 98.4% | 71.1%+27.4pp | 75.5%+22.9pp | 69.3%+29.1pp |
| Annual return | -5.52% | 17.16%-22.7pp | 425.99%-431.5pp | 20.14%-25.7pp |
| Employer contribution / active EE | $8,345 | $1,672+399.2% | $2,470+237.8% | $2,281+265.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,912 | $4,393-10.9% | $5,481-28.6% | $4,296-8.9% |