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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 | $92,105 | $110,212-16.4% | $96,534-4.6% | $139,466-34.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -5.91% | 26.42%-32.3pp | 25.88%-31.8pp | 373.66%-379.6pp |
| Employer contribution / active EE | $16,800 | $3,620+364.1% | $2,965+466.5% | $4,754+253.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,923 | $11,599-83.4% | $8,253-76.7% | $11,409-83.1% |