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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 | $77,523+24.0% | $100,383-4.2% | $80,874+18.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | -6.79% | 37.21%-44.0pp | 49.26%-56.0pp | 35.62%-42.4pp |
| Employer contribution / active EE | $12,183 | $2,801+334.9% | $3,944+208.9% | $2,756+342.1% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,528 | $5,899-74.1% | $7,900-80.7% | $6,935-78.0% |