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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 | $71,230-10.3% | $93,727-31.9% | $80,959-21.1% |
| Participation rate | 96.6% | 60.4%+36.2pp | 68.7%+27.8pp | 67.7%+28.9pp |
| Annual return | -15.16% | 11.26%-26.4pp | 133.83%-149.0pp | 35.67%-50.8pp |
| Employer contribution / active EE | $5,172 | $1,565+230.4% | $2,421+113.6% | $2,757+87.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,834 | $6,961-44.9% | $8,292-53.8% | $6,925-44.6% |