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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 | $192,100 | $135,956+41.3% | $123,894+55.1% | $273,972-29.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.36% | 56.63%-57.0pp | 47.52%-47.9pp | 41.46%-41.8pp |
| Employer contribution / active EE | $2,096 | $5,170-59.4% | $4,617-54.6% | $4,869-56.9% |
| Participant deferral / active EE | $1,667 | $6,343-73.7% | $5,984-72.1% | $5,287-68.5% |
| Admin fee / account holder | $676 | $9,817-93.1% | $8,357-91.9% | $10,133-93.3% |