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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 | $166,670 | $167,522-0.5% | $151,639+9.9% | $134,532+23.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.80% | 7.81%-30.6pp | 3.34%-26.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,326 | $6,828-65.9% | $6,165-62.3% | $4,741-50.9% |
| Participant deferral / active EE | $3,043 | $8,986-66.1% | $8,363-63.6% | $6,401-52.5% |
| Admin fee / account holder | $6,212 | $13,780-54.9% | $11,613-46.5% | $11,429-45.6% |