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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 | $92,512 | $70,486+31.2% | $100,535-8.0% | $79,856+15.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -12.62% | 21.90%-34.5pp | 30.90%-43.5pp | 31.71%-44.3pp |
| Employer contribution / active EE | $7,879 | $2,165+264.0% | $3,419+130.5% | $2,471+218.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,975 | $4,480-55.9% | $8,085-75.6% | $5,306-62.8% |