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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 | $17,914 | $100,805-82.2% | $86,698-79.3% | $134,532-86.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.52% | 29.09%-52.6pp | 35.95%-59.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,101 | $3,490-68.5% | $2,837-61.2% | $4,741-76.8% |
| Participant deferral / active EE | $1,671 | $5,339-68.7% | $4,656-64.1% | $6,401-73.9% |
| Admin fee / account holder | $471 | $10,925-95.7% | $7,493-93.7% | $11,429-95.9% |