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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 | $56,582 | $101,778-44.4% | $164,975-65.7% | $80,925-30.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -34.40% | 16.73%-51.1pp | 70.12%-104.5pp | 35.65%-70.1pp |
| Employer contribution / active EE | $7,929 | $2,954+168.4% | $4,343+82.6% | $2,756+187.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $528 | $8,221-93.6% | $12,688-95.8% | $6,940-92.4% |