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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 | $80,280 | $201,370-60.1% | $184,256-56.4% | $145,897-45.0% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | -24.07% | 29.05%-53.1pp | 28.85%-52.9pp | 552.29%-576.4pp |
| Employer contribution / active EE | $25,692 | $7,024+265.8% | $6,427+299.7% | $4,663+451.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,128 | $16,364-19.8% | $13,899-5.5% | $13,390-2.0% |