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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 | $80,985+9.8% | $96,576-7.9% | $75,181+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 | 25.87%-31.3pp | 160.69%-166.1pp |
| Employer contribution / active EE | $11,926 | $2,282+422.5% | $2,965+302.2% | $2,671+346.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,375 | $6,719+54.4% | $8,253+25.7% | $5,650+83.6% |