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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 | $63,825 | $81,870-22.0% | $119,634-46.6% | $68,490-6.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -21.52% | -23.82%+2.3pp | -14.98%-6.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $9,792 | $2,692+263.8% | $4,232+131.4% | $2,597+277.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,018 | $6,583-69.3% | $10,329-80.5% | $5,403-62.6% |