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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 | $35,658 | $93,346-61.8% | $71,796-50.3% | $273,972-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -2.85% | 130.39%-133.2pp | 78.04%-80.9pp | 41.46%-44.3pp |
| Employer contribution / active EE | $1,450 | $2,733-46.9% | $1,924-24.6% | $4,869-70.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $982 | $6,571-85.1% | $4,815-79.6% | $10,133-90.3% |