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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 | $112,175 | $125,797-10.8% | $170,028-34.0% | $75,181+49.2% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.0%-1.0pp | 67.2%+18.8pp |
| Annual return | -18.66% | 27.20%-45.9pp | 53.39%-72.0pp | 160.69%-179.3pp |
| Employer contribution / active EE | $26,750 | $4,616+479.5% | $6,788+294.1% | $2,671+901.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,858 | $8,177-3.9% | $12,820-38.7% | $5,650+39.1% |