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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 | $73,895 | $127,100-41.9% | $105,738-30.1% | $135,382-45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -11.99% | 4.49%-16.5pp | 6.27%-18.3pp | 519.77%-531.8pp |
| Employer contribution / active EE | $4,780 | $4,107+16.4% | $3,268+46.2% | $4,7790% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,427 | $9,087-84.3% | $6,913-79.4% | $10,829-86.8% |