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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 | $115,825 | $113,941+1.7% | $94,229+22.9% | $125,389-7.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.88% | 5.29%-11.2pp | 10.68%-16.6pp | 282.24%-288.1pp |
| Employer contribution / active EE | $4,545 | $4,727-3.8% | $3,587+26.7% | $4,866-6.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,237 | $8,392-25.7% | $6,269-0.5% | $9,541-34.6% |