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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 | $137,835 | $101,795+35.4% | $165,100-16.5% | $80,959+70.3% |
| Participation rate | 98.0% | 71.8%+26.1pp | 78.6%+19.3pp | 67.7%+30.3pp |
| Annual return | -22.41% | 16.73%-39.1pp | 70.21%-92.6pp | 35.67%-58.1pp |
| Employer contribution / active EE | $8,469 | $2,954+186.7% | $4,348+94.8% | $2,757+207.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,028 | $8,221-51.0% | $12,696-68.3% | $6,925-41.8% |