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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 | $68,954 | $105,866-34.9% | $90,766-24.0% | $134,545-48.8% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -25.53% | -10.99%-14.5pp | -12.16%-13.4pp | 418.37%-443.9pp |
| Employer contribution / active EE | $6,161 | $3,464+77.9% | $2,922+110.9% | $4,742+29.9% |
| Participant deferral / active EE | $668 | $5,217-87.2% | $4,565-85.4% | $6,401-89.6% |
| Admin fee / account holder | $3,357 | $13,938-75.9% | $8,446-60.3% | $11,431-70.6% |