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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 | $59,510 | $78,694-24.4% | $67,652-12.0% | $125,389-52.5% |
| Participation rate | 87.0% | 78.8%+8.2pp | 75.7%+11.3pp | 83.2%+3.8pp |
| Annual return | -13.58% | 9.46%-23.0pp | 6625.40%-6639.0pp | 282.24%-295.8pp |
| Employer contribution / active EE | $8,122 | $3,044+166.8% | $2,266+258.5% | $4,866+66.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,700 | $7,403-23.0% | $4,821+18.2% | $9,541-40.3% |