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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 | $159,523 | $80,992+97.0% | $96,534+65.3% | $75,173+112.2% |
| Participation rate | 95.2% | 71.8%+23.5pp | 76.0%+19.3pp | 67.2%+28.0pp |
| Annual return | -6.59% | 27.05%-33.6pp | 25.88%-32.5pp | 160.72%-167.3pp |
| Employer contribution / active EE | $14,076 | $2,283+516.7% | $2,965+374.7% | $2,671+427.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,555 | $6,717-17.3% | $8,253-32.7% | $5,651-1.7% |