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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 | $39,043 | $56,054-30.3% | $171,082-77.2% | $62,881-37.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | -12.29% | 22.52%-34.8pp | 32.56%-44.8pp | 20.14%-32.4pp |
| Employer contribution / active EE | $6,808 | $1,731+293.3% | $4,002+70.1% | $2,281+198.5% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,750 | $3,647+30.2% | $8,520-44.3% | $4,296+10.6% |