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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 | $157,900 | $54,370+190.4% | $82,763+90.8% | $68,490+130.5% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -27.44% | -13.67%-13.8pp | 702.45%-729.9pp | -7.85%-19.6pp |
| Employer contribution / active EE | $7,282 | $2,219+228.1% | $3,008+142.1% | $2,597+180.4% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,275 | $4,398-48.3% | $5,325-57.3% | $5,403-57.9% |