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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 | $54,482 | $93,589-41.8% | $135,942-59.9% | $75,181-27.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -13.50% | 30.90%-44.4pp | 68.28%-81.8pp | 160.69%-174.2pp |
| Employer contribution / active EE | $6,371 | $3,537+80.1% | $4,858+31.2% | $2,671+138.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,741 | $6,977-75.1% | $10,764-83.8% | $5,650-69.2% |