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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 | $41,713 | $167,533-75.1% | $151,645-72.5% | $134,545-69.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -37.36% | 7.81%-45.2pp | 3.34%-40.7pp | 418.37%-455.7pp |
| Employer contribution / active EE | $17,900 | $6,828+162.1% | $6,165+190.3% | $4,742+277.5% |
| Participant deferral / active EE | $688 | $8,985-92.3% | $8,363-91.8% | $6,401-89.2% |
| Admin fee / account holder | $2,838 | $13,781-79.4% | $11,614-75.6% | $11,431-75.2% |