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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 | $82,372 | $57,352+43.6% | $83,831-1.7% | $64,173+28.4% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -10.52% | 11.38%-21.9pp | 850.99%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $14,945 | $2,546+487.1% | $3,631+311.6% | $2,381+527.7% |
| Participant deferral / active EE | $89 | $2,993-97.0% | $4,082-97.8% | $3,470-97.4% |
| Admin fee / account holder | $6,506 | $4,046+60.8% | $5,479+18.7% | $4,887+33.1% |