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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 | $32,203 | $48,364-33.4% | $71,796-55.1% | $62,881-48.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -25.43% | 13.16%-38.6pp | 78.04%-103.5pp | 20.14%-45.6pp |
| Employer contribution / active EE | $12,604 | $1,042+1109.8% | $1,924+555.0% | $2,281+452.6% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,821 | $3,771-25.2% | $4,815-41.4% | $4,296-34.3% |