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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 | $101,589 | $82,674+22.9% | $125,381-19.0% | $68,486+48.3% |
| Participation rate | 92.1% | 75.1%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $8,154 | $3,382+141.1% | $4,815+69.3% | $2,597+214.0% |
| Participant deferral / active EE | $1,671 | $6,111-72.7% | $7,448-77.6% | $4,028-58.5% |
| Admin fee / account holder | $18,247 | $6,277+190.7% | $10,007+82.3% | $5,404+237.7% |