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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 | $146,267-52.7% | $197,124-64.9% | $82,448-16.0% |
| Participation rate | 84.1% | 84.0%+0.1pp | 86.7%-2.6pp | 68.1%+16.1pp |
| Annual return | -14.59% | 29.61%-44.2pp | 44.34%-58.9pp | 41.64%-56.2pp |
| Employer contribution / active EE | $14,816 | $4,723+213.7% | $6,227+137.9% | $2,551+480.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $57,687 | $14,422+300.0% | $16,298+253.9% | $7,234+697.4% |