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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 | $196,478 | $69,977+180.8% | $108,582+80.9% | $62,881+212.5% |
| Participation rate | 80.8% | 72.9%+7.9pp | 79.6%+1.2pp | 69.3%+11.5pp |
| Annual return | -6.84% | 10.73%-17.6pp | -51.70%+44.9pp | 20.14%-27.0pp |
| Employer contribution / active EE | $11,038 | $2,135+417.0% | $3,758+193.7% | $2,281+383.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,758 | $5,076+33.1% | $7,645-11.6% | $4,296+57.3% |