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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 | $61,480 | $73,839-16.7% | $143,788-57.2% | $68,495-10.2% |
| Participation rate | 96.4% | 66.7%+29.7pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -20.57% | 1.01%-21.6pp | -0.03%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,545 | $3,184+42.8% | $4,952-8.2% | $2,596+75.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,174 | $5,755-62.2% | $14,675-85.2% | $5,403-59.8% |