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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 | $62,488 | $138,385-54.8% | $184,243-66.1% | $80,925-22.8% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.7%+30.4pp |
| Annual return | -21.41% | 20.02%-41.4pp | 28.82%-50.2pp | 35.65%-57.1pp |
| Employer contribution / active EE | $11,759 | $4,851+142.4% | $6,427+83.0% | $2,756+326.6% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,690 | $10,489-26.7% | $13,914-44.7% | $6,940+10.8% |