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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 | $130,093 | $76,551+69.9% | $123,894+5.0% | $62,881+106.9% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | -2.51% | 18.68%-21.2pp | 47.52%-50.0pp | 20.14%-22.7pp |
| Employer contribution / active EE | $7,870 | $2,882+173.0% | $4,617+70.5% | $2,281+245.0% |
| Participant deferral / active EE | $926 | $4,840-80.9% | $5,984-84.5% | $3,203-71.1% |
| Admin fee / account holder | $1,096 | $4,826-77.3% | $8,357-86.9% | $4,296-74.5% |