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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 | $113,533 | $75,935+49.5% | $60,547+87.5% | $125,388-9.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | -25.86% | -5.38%-20.5pp | 335.64%-361.5pp | 282.24%-308.1pp |
| Employer contribution / active EE | $1,350 | $3,438-60.7% | $2,419-44.2% | $4,866-72.3% |
| Participant deferral / active EE | $559 | $4,506-87.6% | $3,328-83.2% | $5,352-89.6% |
| Admin fee / account holder | $37,049 | $6,768+447.4% | $4,536+716.7% | $9,541+288.3% |