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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 | $200,536 | $167,352+19.8% | $143,788+39.5% | $134,509+49.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.65% | 0.47%-22.1pp | -0.03%-21.6pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,922 | $5,620-65.8% | $4,952-61.2% | $4,741-59.4% |
| Participant deferral / active EE | $1,068 | $6,447-83.4% | $5,638-81.1% | $6,400-83.3% |
| Admin fee / account holder | $784 | $18,091-95.7% | $14,675-94.7% | $11,427-93.1% |