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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 | $130,103 | $81,487+59.7% | $102,412+27.0% | $80,935+60.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -16.79% | 25.60%-42.4pp | 24.94%-41.7pp | 35.66%-52.5pp |
| Employer contribution / active EE | $15,364 | $3,103+395.1% | $3,870+297.0% | $2,757+457.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,808 | $6,717+46.0% | $8,388+16.9% | $6,924+41.6% |