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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 | $81,227 | $94,529-14.1% | $140,019-42.0% | $64,173+26.6% |
| Participation rate | 85.0% | 84.1%+0.9pp | 87.5%-2.5pp | 69.6%+15.4pp |
| Annual return | -8.71% | 7.77%-16.5pp | 651.17%-659.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $21,304 | $3,812+458.8% | $5,605+280.1% | $2,381+794.8% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,331 | $6,741+8.8% | $10,705-31.5% | $4,887+50.0% |