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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 | $99,654 | $46,697+113.4% | $117,533-15.2% | $68,486+45.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -27.76% | -14.52%-13.2pp | 29.77%-57.5pp | -7.85%-19.9pp |
| Employer contribution / active EE | $12,500 | $1,506+730.2% | $4,179+199.1% | $2,597+381.4% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,116 | $4,023-72.3% | $5,647-80.2% | $5,404-79.3% |