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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 | $48,076+405.6% | $78,690+208.9% | $62,891+286.5% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.4pp | 69.3%+27.7pp |
| Annual return | -3.19% | 31.35%-34.5pp | 62.18%-65.4pp | 20.14%-23.3pp |
| Employer contribution / active EE | $27,151 | $2,015+1247.7% | $2,851+852.5% | $2,281+1090.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,283 | $3,207+625.9% | $4,511+416.2% | $4,296+442.0% |