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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 | $148,518 | $71,057+109.0% | $93,654+58.6% | $80,874+83.6% |
| Participation rate | 93.8% | 60.4%+33.3pp | 68.7%+25.0pp | 67.6%+26.1pp |
| Annual return | -1.19% | 11.26%-12.4pp | 133.34%-134.5pp | 35.62%-36.8pp |
| Employer contribution / active EE | $738 | $1,564-52.8% | $2,421-69.5% | $2,756-73.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,812 | $6,944+84.5% | $8,282+54.7% | $6,935+84.7% |