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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 | $83,796 | $83,908-0.1% | $68,509+22.3% | $125,389-33.2% |
| Participation rate | 91.7% | 78.2%+13.5pp | 74.7%+16.9pp | 83.2%+8.5pp |
| Annual return | -5.49% | 14.48%-20.0pp | 8.27%-13.8pp | 282.24%-287.7pp |
| Employer contribution / active EE | $8,333 | $3,031+174.9% | $2,278+265.8% | $4,866+71.3% |
| Participant deferral / active EE | $1,062 | $4,125-74.3% | $3,382-68.6% | $5,352-80.2% |
| Admin fee / account holder | $10,176 | $8,982+13.3% | $5,275+92.9% | $9,541+6.7% |