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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 | $81,249 | $72,404+12.2% | $110,243-26.3% | $64,173+26.6% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | -30.68% | -6.29%-24.4pp | 314.76%-345.4pp | 7.63%-38.3pp |
| Employer contribution / active EE | $3,404 | $2,282+49.2% | $3,827-11.1% | $2,381+43.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,625 | $5,664-53.7% | $8,548-69.3% | $4,887-46.3% |