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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 | $116,713 | $83,485+39.8% | $125,195-6.8% | $72,976+59.9% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | -16.81% | 25.77%-42.6pp | 43.79%-60.6pp | 81.02%-97.8pp |
| Employer contribution / active EE | $13,036 | $2,346+455.7% | $3,866+237.2% | $2,440+434.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,320 | $5,518+195.8% | $9,704+68.2% | $5,124+218.5% |