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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 | $82,886 | $62,672+32.3% | $185,117-55.2% | $70,126+18.2% |
| Participation rate | 95.2% | 63.8%+31.5pp | 77.3%+18.0pp | 69.5%+25.7pp |
| Annual return | -5.28% | 40.79%-46.1pp | 40.50%-45.8pp | 73.15%-78.4pp |
| Employer contribution / active EE | $20,178 | $1,753+1050.9% | $4,182+382.5% | $2,343+761.4% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,308 | $3,932-66.7% | $8,159-84.0% | $4,645-71.8% |