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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 | $88,950 | $80,983+9.8% | $96,544-7.9% | $75,177+18.3% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | -5.42% | 27.05%-32.5pp | 25.88%-31.3pp | 160.75%-166.2pp |
| Employer contribution / active EE | $11,926 | $2,282+422.5% | $2,966+302.0% | $2,671+346.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,375 | $6,717+54.5% | $8,254+25.7% | $5,651+83.6% |