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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 | $96,459 | $110,410-12.6% | $102,437-5.8% | $145,897-33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -4.04% | 24.85%-28.9pp | 24.95%-29.0pp | 552.29%-556.3pp |
| Employer contribution / active EE | $2,530 | $4,217-40.0% | $3,871-34.6% | $4,663-45.7% |
| Participant deferral / active EE | $433 | $5,622-92.3% | $5,060-91.4% | $6,689-93.5% |
| Admin fee / account holder | $22,185 | $9,745+127.7% | $8,388+164.5% | $13,390+65.7% |