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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 | $32,514 | $106,749-69.5% | $145,433-77.6% | $82,448-60.6% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | -37.20% | 27.59%-64.8pp | 66.58%-103.8pp | 41.64%-78.8pp |
| Employer contribution / active EE | $1,178 | $3,444-65.8% | $4,554-74.1% | $2,551-53.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $560 | $8,390-93.3% | $13,129-95.7% | $7,234-92.3% |