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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 | $81,119 | $140,578-42.3% | $100,671-19.4% | $125,389-35.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.95% | 24.67%-28.6pp | 20.43%-24.4pp | 282.24%-286.2pp |
| Employer contribution / active EE | $17,554 | $5,965+194.3% | $4,012+337.5% | $4,866+260.7% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,767 | $6,716-73.7% | $4,850-63.6% | $9,541-81.5% |