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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 | $112,232 | $755,339-85.1% | $379,746-70.4% | $158,982-29.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -4.86% | 53.41%-58.3pp | 34.90%-39.8pp | 302.99%-307.8pp |
| Employer contribution / active EE | $2,083 | $4,685-55.5% | $3,540-41.1% | $4,763-56.3% |
| Participant deferral / active EE | $1,768 | $7,938-77.7% | $6,024-70.7% | $5,983-70.5% |
| Admin fee / account holder | $15,108 | $14,482+4.3% | $7,927+90.6% | $11,252+34.3% |