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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 | $96,161 | $77,472+24.1% | $100,415-4.2% | $80,959+18.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | -6.79% | 37.26%-44.0pp | 49.47%-56.3pp | 35.67%-42.5pp |
| Employer contribution / active EE | $12,183 | $2,800+335.1% | $3,943+209.0% | $2,757+341.9% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,528 | $5,885-74.0% | $7,906-80.7% | $6,925-77.9% |