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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 | $81,204 | $86,949-6.6% | $102,460-20.7% | $80,959+0.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -40.88% | 18.89%-59.8pp | 29.47%-70.3pp | 35.67%-76.5pp |
| Employer contribution / active EE | $4,167 | $2,370+75.8% | $3,025+37.7% | $2,757+51.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,997 | $8,048+24.2% | $9,460+5.7% | $6,925+44.4% |