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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 | $63,864 | $71,057-10.1% | $93,654-31.8% | $80,874-21.0% |
| Participation rate | 96.6% | 60.4%+36.1pp | 68.7%+27.8pp | 67.6%+28.9pp |
| Annual return | -15.16% | 11.26%-26.4pp | 133.34%-148.5pp | 35.62%-50.8pp |
| Employer contribution / active EE | $5,172 | $1,564+230.7% | $2,421+113.7% | $2,756+87.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,834 | $6,944-44.8% | $8,282-53.7% | $6,935-44.7% |