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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 | $44,193 | $127,387-65.3% | $115,038-61.6% | $125,389-64.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.88% | 31.28%-37.2pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,538 | $5,166-70.2% | $4,608-66.6% | $4,866-68.4% |
| Participant deferral / active EE | $736 | $6,423-88.5% | $6,026-87.8% | $5,352-86.3% |
| Admin fee / account holder | $436 | $9,516-95.4% | $8,175-94.7% | $9,541-95.4% |