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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 | $99,307 | $70,486+40.9% | $100,535-1.2% | $79,856+24.4% |
| Participation rate | 91.5% | 73.6%+17.8pp | 79.4%+12.1pp | 69.6%+21.8pp |
| Annual return | -16.11% | 21.90%-38.0pp | 30.90%-47.0pp | 31.71%-47.8pp |
| Employer contribution / active EE | $11,915 | $2,165+450.5% | $3,419+248.5% | $2,471+382.1% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,402 | $4,480-46.4% | $8,085-70.3% | $5,306-54.7% |