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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 | $81,582 | $201,372-59.5% | $184,260-55.7% | $145,884-44.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | -8.06% | 29.04%-37.1pp | 28.84%-36.9pp | 551.85%-559.9pp |
| Employer contribution / active EE | $26,345 | $7,024+275.1% | $6,427+309.9% | $4,662+465.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,511 | $16,362-84.7% | $13,898-81.9% | $13,392-81.3% |