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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 | $73,363 | $201,344-63.6% | $184,243-60.2% | $145,877-49.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | -18.31% | 29.01%-47.3pp | 28.82%-47.1pp | 551.28%-569.6pp |
| Employer contribution / active EE | $12,122 | $7,022+72.6% | $6,427+88.6% | $4,663+160.0% |
| Participant deferral / active EE | $1,156 | $9,807-88.2% | $9,132-87.3% | $6,691-82.7% |
| Admin fee / account holder | $2,866 | $16,382-82.5% | $13,914-79.4% | $13,402-78.6% |