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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 | $246,762 | $167,353+47.5% | $143,797+71.6% | $134,545+83.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.81% | 0.48%-22.3pp | -0.04%-21.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $5,874 | $5,620+4.5% | $4,952+18.6% | $4,742+23.9% |
| Participant deferral / active EE | $579 | $6,447-91.0% | $5,638-89.7% | $6,401-90.9% |
| Admin fee / account holder | $11,618 | $18,096-35.8% | $14,679-20.9% | $11,431+1.6% |