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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 | $80,600 | $110,083-26.8% | $151,645-46.8% | $68,490+17.7% |
| Participation rate | 77.7% | 84.0%-6.3pp | 87.5%-9.8pp | 67.9%+9.8pp |
| Annual return | -18.71% | -10.12%-8.6pp | 3.34%-22.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $6,539 | $4,470+46.3% | $6,165+6.1% | $2,597+151.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,579 | $7,718-40.7% | $11,614-60.6% | $5,403-15.3% |