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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 | $199,194 | $110,083+80.9% | $151,645+31.4% | $68,490+190.8% |
| Participation rate | 88.7% | 84.0%+4.7pp | 87.5%+1.2pp | 67.9%+20.8pp |
| Annual return | -19.93% | -10.12%-9.8pp | 3.34%-23.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $16,590 | $4,470+271.1% | $6,165+169.1% | $2,597+538.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,186 | $7,718-32.8% | $11,614-55.3% | $5,403-4.0% |