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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 | $41,195 | $117,433-64.9% | $99,475-58.6% | $152,897-73.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | -6.73% | 31.87%-38.6pp | 30.72%-37.4pp | 345.43%-352.2pp |
| Employer contribution / active EE | $4,865 | $3,013+61.4% | $2,540+91.5% | $4,764+2.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,152 | $7,634+33.0% | $6,252+62.4% | $11,599-12.5% |