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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 | $81,259 | $92,219-11.9% | $76,767+5.9% | $135,380-40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.48% | 5.46%-15.9pp | 2.43%-12.9pp | 519.81%-530.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $574 | $4,508-87.3% | $3,852-85.1% | $5,609-89.8% |
| Admin fee / account holder | $10,803 | $10,749+0.5% | $6,675+61.8% | $10,828-0.2% |