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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 | $199,263 | $152,619+30.6% | $125,195+59.2% | $152,909+30.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -27.51% | 54.85%-82.4pp | 43.79%-71.3pp | 345.46%-373.0pp |
| Employer contribution / active EE | $7,541 | $4,947+52.4% | $3,866+95.0% | $4,764+58.3% |
| Participant deferral / active EE | $1,125 | $5,869-80.8% | $4,937-77.2% | $5,851-80.8% |
| Admin fee / account holder | $9,694 | $13,437-27.9% | $9,704-0.1% | $11,601-16.4% |