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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 | $85,731 | $56,054+52.9% | $171,082-49.9% | $62,881+36.3% |
| Participation rate | 94.7% | 62.9%+31.9pp | 76.7%+18.0pp | 69.3%+25.4pp |
| Annual return | -14.49% | 22.52%-37.0pp | 32.56%-47.0pp | 20.14%-34.6pp |
| Employer contribution / active EE | $12,231 | $1,731+606.6% | $4,002+205.6% | $2,281+436.2% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,846 | $3,647-49.4% | $8,520-78.3% | $4,296-57.0% |