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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 | $95,327 | $82,523+15.5% | $115,752-17.6% | $70,126+35.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | -14.68% | 28.22%-42.9pp | 19.41%-34.1pp | 73.15%-87.8pp |
| Employer contribution / active EE | $11,215 | $2,758+306.6% | $3,492+221.2% | $2,343+378.8% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,283 | $4,552-49.9% | $6,278-63.6% | $4,645-50.9% |