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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 | $127,217 | $80,992+57.1% | $96,534+31.8% | $75,173+69.2% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.0pp |
| Annual return | -2.81% | 27.05%-29.9pp | 25.88%-28.7pp | 160.72%-163.5pp |
| Employer contribution / active EE | $4,665 | $2,283+104.4% | $2,965+57.3% | $2,671+74.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,584 | $6,717+87.3% | $8,253+52.5% | $5,651+122.7% |