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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 | $75,363 | $65,704+14.7% | $94,229-20.0% | $59,633+26.4% |
| Participation rate | 88.5% | 72.1%+16.3pp | 78.8%+9.7pp | 68.7%+19.8pp |
| Annual return | -21.26% | 5.22%-26.5pp | 10.68%-31.9pp | 2041.45%-2062.7pp |
| Employer contribution / active EE | $22,161 | $2,021+996.7% | $3,587+517.8% | $2,203+906.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,630 | $4,265+32.0% | $6,269-10.2% | $4,297+31.0% |