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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 | $219,509 | $153,311+43.2% | $109,313+100.8% | $273,972-19.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -6.06% | 29.86%-35.9pp | 22.07%-28.1pp | 41.46%-47.5pp |
| Employer contribution / active EE | $26,866 | $5,619+378.1% | $3,892+590.3% | $4,869+451.8% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,281 | $8,076-84.1% | $5,666-77.4% | $10,133-87.4% |