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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 | $28,764 | $154,228-81.3% | $145,433-80.2% | $137,256-79.0% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | -41.41% | 74.59%-116.0pp | 66.58%-108.0pp | 220.34%-261.7pp |
| Employer contribution / active EE | $9,004 | $4,804+87.4% | $4,554+97.7% | $4,156+116.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,011 | $14,344-92.9% | $13,129-92.3% | $12,270-91.8% |