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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 | $58,665 | $138,072-57.5% | $123,549-52.5% | $135,382-56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.70% | 153.69%-163.4pp | 119.20%-128.9pp | 519.77%-529.5pp |
| Employer contribution / active EE | $2,632 | $5,152-48.9% | $4,628-43.1% | $4,779-44.9% |
| Participant deferral / active EE | $137 | $6,799-98.0% | $6,426-97.9% | $5,609-97.6% |
| Admin fee / account holder | $1,645 | $10,917-84.9% | $9,284-82.3% | $10,829-84.8% |