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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 | $75,372 | $146,267-48.5% | $197,124-61.8% | $82,448-8.6% |
| Participation rate | 77.4% | 84.0%-6.6pp | 86.7%-9.3pp | 68.1%+9.4pp |
| Annual return | -4.94% | 29.61%-34.6pp | 44.34%-49.3pp | 41.64%-46.6pp |
| Employer contribution / active EE | $13,172 | $4,723+178.9% | $6,227+111.5% | $2,551+416.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,879 | $14,422-66.2% | $16,298-70.1% | $7,234-32.6% |