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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 | $42,356 | $94,529-55.2% | $140,019-69.7% | $64,173-34.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.66% | 7.77%-15.4pp | 651.15%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,242 | $3,812-67.4% | $5,605-77.9% | $2,381-47.9% |
| Participant deferral / active EE | $1,898 | $5,250-63.8% | $6,927-72.6% | $3,470-45.3% |
| Admin fee / account holder | $6,037 | $6,741-10.4% | $10,705-43.6% | $4,887+23.5% |