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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 | $84,203 | $79,955+5.3% | $98,461-14.5% | $75,173+12.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -35.87% | 19.75%-55.6pp | 21.17%-57.0pp | 160.72%-196.6pp |
| Employer contribution / active EE | $15,903 | $2,264+602.4% | $3,049+421.6% | $2,671+495.4% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,089 | $6,841-11.0% | $8,961-32.0% | $5,651+7.8% |