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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 | $16,784 | $87,546-80.8% | $75,784-77.9% | $125,389-86.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.64% | 13.49%-21.1pp | 9.68%-17.3pp | 282.24%-289.9pp |
| Employer contribution / active EE | $5,467 | $3,930+39.1% | $3,323+64.5% | $4,866+12.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,088 | $6,503-67.9% | $5,300-60.6% | $9,541-78.1% |