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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 | $62,438 | $127,387-51.0% | $115,038-45.7% | $125,389-50.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -13.99% | 31.28%-45.3pp | 26.14%-40.1pp | 282.24%-296.2pp |
| Employer contribution / active EE | $11,013 | $5,166+113.2% | $4,608+139.0% | $4,866+126.3% |
| Participant deferral / active EE | $734 | $6,423-88.6% | $6,026-87.8% | $5,352-86.3% |
| Admin fee / account holder | $6,205 | $9,516-34.8% | $8,175-24.1% | $9,541-35.0% |