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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 | $41,984 | $167,533-74.9% | $151,645-72.3% | $134,545-68.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -33.73% | 7.81%-41.5pp | 3.34%-37.1pp | 418.37%-452.1pp |
| Employer contribution / active EE | $17,063 | $6,828+149.9% | $6,165+176.8% | $4,742+259.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $880 | $13,781-93.6% | $11,614-92.4% | $11,431-92.3% |