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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 | $134,184 | $87,016+54.2% | $63,244+112.2% | $125,389+7.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -6.84% | 21.71%-28.6pp | -70.31%+63.5pp | 282.24%-289.1pp |
| Employer contribution / active EE | $1,087 | $3,601-69.8% | $2,322-53.2% | $4,866-77.7% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,020 | $11,954-91.5% | $5,893-82.7% | $9,541-89.3% |