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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 | $61,470 | $73,988-16.9% | $96,538-36.3% | $75,177-18.2% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.7pp | 67.2%+25.8pp |
| Annual return | -7.34% | 26.73%-34.1pp | 35.74%-43.1pp | 160.75%-168.1pp |
| Employer contribution / active EE | $8,620 | $2,930+194.2% | $3,740+130.5% | $2,671+222.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,312 | $5,220+174.2% | $6,737+112.4% | $5,651+153.3% |