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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 | $97,065 | $125,797-22.8% | $170,043-42.9% | $75,173+29.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -20.01% | 27.20%-47.2pp | 53.40%-73.4pp | 160.72%-180.7pp |
| Employer contribution / active EE | $6,275 | $4,616+35.9% | $6,790-7.6% | $2,671+134.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,111 | $8,177-62.0% | $12,824-75.7% | $5,651-44.9% |