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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 | $62,784 | $113,941-44.9% | $94,229-33.4% | $125,389-49.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.76% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $6,000 | $4,727+26.9% | $3,587+67.3% | $4,866+23.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,594 | $8,392-57.2% | $6,269-42.7% | $9,541-62.3% |