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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 | $38,443 | $87,106-55.9% | $105,607-63.6% | $80,935-52.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -3.46% | 17.01%-20.5pp | 116.11%-119.6pp | 35.66%-39.1pp |
| Employer contribution / active EE | $10,415 | $2,396+334.6% | $3,167+228.9% | $2,757+277.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,894 | $8,447-65.7% | $10,958-73.6% | $6,924-58.2% |