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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 | $94,204 | $125,797-25.1% | $170,057-44.6% | $75,177+25.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -3.56% | 27.20%-30.8pp | 53.42%-57.0pp | 160.75%-164.3pp |
| Employer contribution / active EE | $7,875 | $4,616+70.6% | $6,790+16.0% | $2,671+194.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,584 | $8,177-56.2% | $12,826-72.1% | $5,651-36.6% |