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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 | $69,217 | $149,446-53.7% | $256,809-73.0% | $94,015-26.4% |
| Participation rate | 84.1% | 85.3%-1.1pp | 88.5%-4.4pp | 70.8%+13.3pp |
| Annual return | -14.59% | 17.55%-32.1pp | 32.73%-47.3pp | 17.84%-32.4pp |
| Employer contribution / active EE | $14,816 | $4,596+222.4% | $7,263+104.0% | $2,790+431.0% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $57,687 | $24,035+140.0% | $25,146+129.4% | $8,951+544.5% |