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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 | $65,703 | $93,617-29.8% | $135,982-51.7% | $75,177-12.6% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | -7.21% | 30.89%-38.1pp | 68.32%-75.5pp | 160.75%-168.0pp |
| Employer contribution / active EE | $7,317 | $3,538+106.8% | $4,859+50.6% | $2,671+173.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,643 | $6,980-76.5% | $10,767-84.7% | $5,651-70.9% |