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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 | $90,462 | $70,486+28.3% | $100,528-10.0% | $79,852+13.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -42.45% | 21.90%-64.4pp | 30.90%-73.3pp | 31.72%-74.2pp |
| Employer contribution / active EE | $12,813 | $2,165+492.0% | $3,419+274.8% | $2,471+418.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,783 | $4,480-37.9% | $8,084-65.6% | $5,306-47.5% |