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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 | $218,036 | $167,353+30.3% | $143,797+51.6% | $134,545+62.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.64% | 0.48%-23.1pp | -0.04%-22.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $11,069 | $5,620+96.9% | $4,952+123.5% | $4,742+133.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,717 | $18,096-90.5% | $14,679-88.3% | $11,431-85.0% |