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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 | $168,036 | $162,821+3.2% | $133,978+25.4% | $158,982+5.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -20.24% | 41.95%-62.2pp | 45.10%-65.3pp | 302.99%-323.2pp |
| Employer contribution / active EE | $2,768 | $4,976-44.4% | $3,919-29.4% | $4,763-41.9% |
| Participant deferral / active EE | $1,156 | $5,910-80.4% | $5,047-77.1% | $5,983-80.7% |
| Admin fee / account holder | $14,366 | $11,742+22.4% | $8,930+60.9% | $11,252+27.7% |