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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 | $243,089 | $48,078+405.6% | $78,676+209.0% | $62,881+286.6% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.4pp | 69.3%+27.7pp |
| Annual return | -3.19% | 31.36%-34.6pp | 62.19%-65.4pp | 20.14%-23.3pp |
| Employer contribution / active EE | $27,151 | $2,015+1247.8% | $2,850+852.7% | $2,281+1090.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,283 | $3,206+626.3% | $4,510+416.3% | $4,296+442.0% |