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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 | $44,337 | $65,704-32.5% | $94,229-52.9% | $59,633-25.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.46% | 5.22%-7.7pp | 10.68%-13.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $926 | $2,021-54.2% | $3,587-74.2% | $2,203-58.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $536 | $4,265-87.4% | $6,269-91.5% | $4,297-87.5% |