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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 | $88,920 | $72,177+23.2% | $115,038-22.7% | $59,633+49.1% |
| Participation rate | 98.0% | 72.6%+25.5pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | -26.05% | 12.02%-38.1pp | 26.14%-52.2pp | 2041.45%-2067.5pp |
| Employer contribution / active EE | $14,088 | $2,841+395.9% | $4,608+205.7% | $2,203+539.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $16,766 | $4,927+240.3% | $8,175+105.1% | $4,297+290.2% |