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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 | $41,971 | $83,485-49.7% | $125,195-66.5% | $72,976-42.5% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.5%+28.8pp |
| Annual return | -43.95% | 25.77%-69.7pp | 43.79%-87.7pp | 81.02%-125.0pp |
| Employer contribution / active EE | $1,190 | $2,346-49.3% | $3,866-69.2% | $2,440-51.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $594 | $5,518-89.2% | $9,704-93.9% | $5,124-88.4% |