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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 | $67,279 | $83,485-19.4% | $125,192-46.3% | $72,975-7.8% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | -1.97% | 25.77%-27.7pp | 43.79%-45.8pp | 81.01%-83.0pp |
| Employer contribution / active EE | $6,125 | $2,346+161.1% | $3,866+58.4% | $2,440+151.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $29,150 | $5,518+428.3% | $9,704+200.4% | $5,124+468.9% |