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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 | $48,211 | $93,617-48.5% | $135,982-64.5% | $75,177-35.9% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | -19.94% | 30.89%-50.8pp | 68.32%-88.3pp | 160.75%-180.7pp |
| Employer contribution / active EE | $6,867 | $3,538+94.1% | $4,859+41.3% | $2,671+157.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,985 | $6,980-42.9% | $10,767-63.0% | $5,651-29.5% |