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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 | $145,431-48.2% | $211,142-64.3% | $87,485-13.8% |
| Participation rate | 77.4% | 84.7%-7.3pp | 87.3%-9.9pp | 68.9%+8.5pp |
| Annual return | -4.94% | 27.21%-32.1pp | 46.84%-51.8pp | 26.06%-31.0pp |
| Employer contribution / active EE | $13,172 | $4,662+182.6% | $6,442+104.5% | $2,596+407.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,879 | $17,052-71.4% | $19,076-74.4% | $7,775-37.2% |