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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 | $71,230+108.5% | $93,727+58.5% | $80,959+83.4% |
| Participation rate | 93.8% | 60.4%+33.4pp | 68.7%+25.0pp | 67.7%+26.1pp |
| Annual return | -1.19% | 11.26%-12.4pp | 133.83%-135.0pp | 35.67%-36.9pp |
| Employer contribution / active EE | $738 | $1,565-52.9% | $2,421-69.5% | $2,757-73.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,812 | $6,961+84.1% | $8,292+54.5% | $6,925+85.0% |