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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 | $107,372 | $78,672+36.5% | $109,163-1.6% | $85,856+25.1% |
| Participation rate | 76.6% | 68.3%+8.3pp | 75.9%+0.7pp | 69.3%+7.3pp |
| Annual return | -17.32% | 25.09%-42.4pp | 25.75%-43.1pp | 318.58%-335.9pp |
| Employer contribution / active EE | $19,489 | $2,734+612.9% | $3,723+423.6% | $2,565+659.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,231 | $5,470-40.9% | $6,754-52.2% | $6,261-48.4% |