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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 | $78,491 | $104,098-24.6% | $140,514-44.1% | $94,015-16.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | -8.33% | 15.14%-23.5pp | 14.36%-22.7pp | 17.84%-26.2pp |
| Employer contribution / active EE | $7,262 | $2,388+204.1% | $3,378+115.0% | $2,790+160.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,647 | $10,439-45.9% | $13,697-58.8% | $8,951-36.9% |