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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 | $74,102 | $145,431-49.0% | $211,142-64.9% | $87,485-15.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | -2.30% | 27.21%-29.5pp | 46.84%-49.1pp | 26.06%-28.4pp |
| Employer contribution / active EE | $12,004 | $4,662+157.5% | $6,442+86.3% | $2,596+362.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,681 | $17,052-55.0% | $19,076-59.7% | $7,775-1.2% |