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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 | $99,191 | $106,749-7.1% | $145,433-31.8% | $82,448+20.3% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | -45.23% | 27.59%-72.8pp | 66.58%-111.8pp | 41.64%-86.9pp |
| Employer contribution / active EE | $22,258 | $3,444+546.2% | $4,554+388.7% | $2,551+772.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,159 | $8,390+104.5% | $13,129+30.7% | $7,234+137.2% |