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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 | $138,385-49.3% | $184,243-61.9% | $80,925-13.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -16.39% | 20.02%-36.4pp | 28.82%-45.2pp | 35.65%-52.0pp |
| Employer contribution / active EE | $3,887 | $4,851-19.9% | $6,427-39.5% | $2,756+41.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,521 | $10,489-76.0% | $13,914-81.9% | $6,940-63.7% |