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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 | $60,729 | $101,795-40.3% | $165,100-63.2% | $80,959-25.0% |
| Participation rate | 95.5% | 71.8%+23.6pp | 78.6%+16.8pp | 67.7%+27.8pp |
| Annual return | -24.43% | 16.73%-41.2pp | 70.21%-94.6pp | 35.67%-60.1pp |
| Employer contribution / active EE | $3,821 | $2,954+29.4% | $4,348-12.1% | $2,757+38.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,425 | $8,221-82.7% | $12,696-88.8% | $6,925-79.4% |