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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 | $38,803 | $81,870-52.6% | $119,622-67.6% | $68,486-43.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.54% | -23.82%+4.3pp | -14.98%-4.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $769 | $2,692-71.4% | $4,232-81.8% | $2,597-70.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,906 | $6,583+187.2% | $10,328+83.1% | $5,404+249.9% |