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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 | $71,197+108.6% | $93,669+58.6% | $80,925+83.5% |
| Participation rate | 93.8% | 60.4%+33.4pp | 68.7%+25.0pp | 67.7%+26.1pp |
| Annual return | -1.19% | 11.27%-12.5pp | 133.59%-134.8pp | 35.65%-36.8pp |
| Employer contribution / active EE | $738 | $1,565-52.9% | $2,424-69.6% | $2,756-73.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,812 | $6,959+84.1% | $8,291+54.5% | $6,940+84.6% |