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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 | $35,665 | $142,409-75.0% | $119,634-70.2% | $134,545-73.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.16% | -12.46%-11.7pp | -14.98%-9.2pp | 418.37%-442.5pp |
| Employer contribution / active EE | $18,460 | $5,224+253.3% | $4,232+336.2% | $4,742+289.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $665 | $13,594-95.1% | $10,329-93.6% | $11,431-94.2% |