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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 | $130,757 | $72,272+80.9% | $101,264+29.1% | $79,858+63.7% |
| Participation rate | 84.1% | 68.5%+15.7pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | -7.53% | 22.30%-29.8pp | 46.48%-54.0pp | 31.72%-39.2pp |
| Employer contribution / active EE | $11,483 | $2,692+326.6% | $3,660+213.8% | $2,471+364.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29,078 | $4,401+560.8% | $5,947+389.0% | $5,306+448.0% |