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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 | $72,495 | $134,001-45.9% | $112,258-35.4% | $134,509-46.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.71% | 47.15%-67.9pp | 27.47%-48.2pp | 418.13%-438.8pp |
| Employer contribution / active EE | $12,900 | $4,039+219.4% | $3,636+254.8% | $4,741+172.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,535 | $7,491-39.5% | $6,411-29.3% | $11,427-60.3% |