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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 | $40,895 | $131,835-69.0% | $108,582-62.3% | $273,972-85.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.28% | -91.57%+91.3pp | -51.70%+51.4pp | 41.46%-41.7pp |
| Employer contribution / active EE | $2,254 | $4,913-54.1% | $3,758-40.0% | $4,869-53.7% |
| Participant deferral / active EE | $1,188 | $5,127-76.8% | $4,311-72.4% | $5,287-77.5% |
| Admin fee / account holder | $21,361 | $10,253+108.4% | $7,645+179.4% | $10,133+110.8% |