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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 | $75,277 | $142,430-47.1% | $115,170-34.6% | $152,897-50.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | -0.65% | 41.48%-42.1pp | 35.60%-36.3pp | 345.43%-346.1pp |
| Employer contribution / active EE | $1,618 | $4,011-59.6% | $3,179-49.1% | $4,764-66.0% |
| Participant deferral / active EE | $1,424 | $5,165-72.4% | $4,169-65.8% | $5,851-75.7% |
| Admin fee / account holder | $97,160 | $8,464+1048.0% | $7,089+1270.6% | $11,599+737.6% |