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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 | $57,687 | $83,908-31.2% | $68,509-15.8% | $125,389-54.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -4.05% | 14.48%-18.5pp | 8.27%-12.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $2,476 | $3,031-18.3% | $2,278+8.7% | $4,866-49.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,386 | $8,982-84.6% | $5,275-73.7% | $9,541-85.5% |