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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 | $20,217 | $124,425-83.8% | $112,040-82.0% | $137,256-85.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -30.46% | 24.72%-55.2pp | 24.52%-55.0pp | 220.34%-250.8pp |
| Employer contribution / active EE | $3,361 | $3,411-1.5% | $2,954+13.8% | $4,156-19.1% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $491 | $15,207-96.8% | $12,098-95.9% | $12,270-96.0% |