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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 | $70,111 | $138,393-49.3% | $184,256-61.9% | $80,959-13.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -16.39% | 20.01%-36.4pp | 28.85%-45.2pp | 35.67%-52.1pp |
| Employer contribution / active EE | $3,887 | $4,847-19.8% | $6,427-39.5% | $2,757+41.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,521 | $10,489-76.0% | $13,899-81.9% | $6,925-63.6% |