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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 | $120,815 | $69,977+72.6% | $108,582+11.3% | $62,881+92.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -11.52% | 10.73%-22.3pp | -51.70%+40.2pp | 20.14%-31.7pp |
| Employer contribution / active EE | $2,667 | $2,135+24.9% | $3,758-29.0% | $2,281+16.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,706 | $5,076-7.3% | $7,645-38.4% | $4,296+9.5% |