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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 | $83,166 | $67,411+23.4% | $91,004-8.6% | $70,124+18.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -13.01% | -40.16%+27.2pp | 4.60%-17.6pp | 73.14%-86.2pp |
| Employer contribution / active EE | $8,756 | $1,786+390.3% | $2,456+256.5% | $2,342+273.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,696 | $4,236+34.5% | $5,417+5.1% | $4,645+22.6% |