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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 | $37,981 | $93,617-59.4% | $135,982-72.1% | $75,177-49.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -23.68% | 30.89%-54.6pp | 68.32%-92.0pp | 160.75%-184.4pp |
| Employer contribution / active EE | $5,737 | $3,538+62.1% | $4,859+18.1% | $2,671+114.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,421 | $6,980-79.6% | $10,767-86.8% | $5,651-74.8% |