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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 | $43,828 | $157,296-72.1% | $141,191-69.0% | $152,897-71.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -2.77% | 64.34%-67.1pp | 71.41%-74.2pp | 345.43%-348.2pp |
| Employer contribution / active EE | $3,118 | $5,262-40.7% | $4,736-34.2% | $4,764-34.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,857 | $12,125-84.7% | $10,264-81.9% | $11,599-84.0% |