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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 | $106,107 | $61,596+72.3% | - | $134,545-21.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | - | 81.2%+18.8pp |
| Annual return | -23.17% | -10.55%-12.6pp | - | 418.37%-441.5pp |
| Employer contribution / active EE | $16,893 | $2,755+513.3% | - | $4,742+256.3% |
| Participant deferral / active EE | $0 | $4,151-100.0% | - | $6,401-100.0% |
| Admin fee / account holder | $766 | $4,137-81.5% | - | $11,431-93.3% |