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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 | $82,545 | $73,988+11.6% | $96,538-14.5% | $75,177+9.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -3.57% | 26.73%-30.3pp | 35.74%-39.3pp | 160.75%-164.3pp |
| Employer contribution / active EE | $2,470 | $2,930-15.7% | $3,740-34.0% | $2,671-7.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $29,278 | $5,220+460.9% | $6,737+334.6% | $5,651+418.1% |