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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 | $31,792 | $127,386-75.0% | $115,037-72.4% | $125,393-74.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.37% | 31.28%-36.7pp | 26.14%-31.5pp | 282.23%-287.6pp |
| Employer contribution / active EE | $2,957 | $5,166-42.8% | $4,608-35.8% | $4,866-39.2% |
| Participant deferral / active EE | $343 | $6,423-94.7% | $6,026-94.3% | $5,351-93.6% |
| Admin fee / account holder | $978 | $9,516-89.7% | $8,175-88.0% | $9,541-89.7% |