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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 | $83,019 | $93,346-11.1% | $71,796+15.6% | $273,972-69.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -3.35% | 130.39%-133.7pp | 78.04%-81.4pp | 41.46%-44.8pp |
| Employer contribution / active EE | $4,167 | $2,733+52.4% | $1,924+116.5% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,280 | $6,571-19.6% | $4,815+9.7% | $10,133-47.9% |