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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 | $119,918 | $72,607+65.2% | $90,259+32.9% | $87,485+37.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | -2.88% | 18.59%-21.5pp | 18.88%-21.8pp | 26.06%-28.9pp |
| Employer contribution / active EE | $6,305 | $1,919+228.5% | $2,291+175.2% | $2,596+142.9% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,208 | $5,947-12.4% | $7,267-28.3% | $7,775-33.0% |