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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 | $29,480 | $167,522-82.4% | $151,639-80.6% | $134,532-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.56% | 7.81%-29.4pp | 3.34%-24.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,895 | $6,828-57.6% | $6,165-53.0% | $4,741-38.9% |
| Participant deferral / active EE | $2,895 | $8,986-67.8% | $8,363-65.4% | $6,401-54.8% |
| Admin fee / account holder | $1,605 | $13,780-88.4% | $11,613-86.2% | $11,429-86.0% |