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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 | $148,619 | $81,870+81.5% | $119,634+24.2% | $68,490+117.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.69% | -23.82%+3.1pp | -14.98%-5.7pp | -7.85%-12.8pp |
| Employer contribution / active EE | $8,013 | $2,692+197.7% | $4,232+89.3% | $2,597+208.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,693 | $6,583-43.9% | $10,329-64.2% | $5,403-31.6% |