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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 | $16,975 | $183,592-90.8% | $155,567-89.1% | $145,959-88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -7.25% | 61.24%-68.5pp | 64.74%-72.0pp | 561.95%-569.2pp |
| Employer contribution / active EE | $2,916 | $5,315-45.1% | $4,674-37.6% | $4,661-37.4% |
| Participant deferral / active EE | $1,412 | $6,464-78.2% | $5,628-74.9% | $6,689-78.9% |
| Admin fee / account holder | $1,161 | $19,318-94.0% | $15,916-92.7% | $13,398-91.3% |