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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 | $105,954 | $64,719+63.7% | $112,249-5.6% | $68,486+54.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.42% | -11.40%-9.0pp | 27.48%-47.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $14,340 | $2,747+422.1% | $3,636+294.4% | $2,597+452.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,550 | $5,232+25.2% | $6,412+2.2% | $5,404+21.2% |