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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 | $89,257 | $82,674+8.0% | $125,381-28.8% | $68,486+30.3% |
| Participation rate | 97.7% | 75.1%+22.7pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -20.84% | -5.97%-14.9pp | 572.31%-593.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $9,873 | $3,382+191.9% | $4,815+105.0% | $2,597+280.2% |
| Participant deferral / active EE | $1,548 | $6,111-74.7% | $7,448-79.2% | $4,028-61.6% |
| Admin fee / account holder | $683 | $6,277-89.1% | $10,007-93.2% | $5,404-87.4% |