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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 | $103,266 | $106,524-3.1% | $152,301-32.2% | $87,485+18.0% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.6pp | 68.9%+29.1pp |
| Annual return | -35.03% | 26.89%-61.9pp | 80.50%-115.5pp | 26.06%-61.1pp |
| Employer contribution / active EE | $14,469 | $3,371+329.2% | $4,624+212.9% | $2,596+457.3% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,540 | $8,287+63.4% | $14,398-6.0% | $7,775+74.2% |