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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 | $145,431-52.4% | $211,142-67.2% | $87,485-20.9% |
| Participation rate | 84.1% | 84.7%-0.6pp | 87.3%-3.1pp | 68.9%+15.2pp |
| Annual return | -14.59% | 27.21%-41.8pp | 46.84%-61.4pp | 26.06%-40.7pp |
| Employer contribution / active EE | $14,816 | $4,662+217.8% | $6,442+130.0% | $2,596+470.7% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $57,687 | $17,052+238.3% | $19,076+202.4% | $7,775+642.0% |