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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 | $92,084 | $91,537+0.6% | $130,045-29.2% | $75,173+22.5% |
| Participation rate | 83.3% | 71.5%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | -6.88% | -631.55%+624.7pp | -137.30%+130.4pp | 160.72%-167.6pp |
| Employer contribution / active EE | $5,009 | $2,845+76.1% | $4,321+15.9% | $2,671+87.5% |
| Participant deferral / active EE | $1,597 | $4,343-63.2% | $5,820-72.6% | $4,126-61.3% |
| Admin fee / account holder | $3,980 | $6,780-41.3% | $10,600-62.5% | $5,651-29.6% |