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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 | $37,914 | $167,353-77.3% | $143,797-73.6% | $134,545-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.21% | 0.48%-22.7pp | -0.04%-22.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $4,451 | $5,620-20.8% | $4,952-10.1% | $4,742-6.1% |
| Participant deferral / active EE | $1,825 | $6,447-71.7% | $5,638-67.6% | $6,401-71.5% |
| Admin fee / account holder | $5,494 | $18,096-69.6% | $14,679-62.6% | $11,431-51.9% |