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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 | $50,017 | $82,678-39.5% | $125,391-60.1% | $68,490-27.0% |
| Participation rate | 87.7% | 75.1%+12.7pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -20.74% | -5.97%-14.8pp | 572.41%-593.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $17,373 | $3,382+413.7% | $4,816+260.8% | $2,597+569.0% |
| Participant deferral / active EE | $1,409 | $6,111-77.0% | $7,448-81.1% | $4,028-65.0% |
| Admin fee / account holder | $8,860 | $6,277+41.1% | $10,009-11.5% | $5,403+64.0% |