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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 | $45,015 | $107,666-58.2% | $102,184-55.9% | $154,746-70.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | -30.20% | 29.33%-59.5pp | 31.58%-61.8pp | 172.34%-202.5pp |
| Employer contribution / active EE | $969 | $3,846-74.8% | $3,594-73.0% | $4,379-77.9% |
| Participant deferral / active EE | $1,212 | $8,719-86.1% | $8,309-85.4% | $6,730-82.0% |
| Admin fee / account holder | $21,988 | $12,943+69.9% | $11,609+89.4% | $14,365+53.1% |