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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 | $110,066 | $140,578-21.7% | $100,671+9.3% | $125,388-12.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -20.95% | 24.67%-45.6pp | 20.43%-41.4pp | 282.24%-303.2pp |
| Employer contribution / active EE | $26,000 | $5,965+335.9% | $4,012+548.0% | $4,866+434.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,282 | $6,716-66.0% | $4,850-52.9% | $9,541-76.1% |