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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 | $107,363 | $92,219+16.4% | $76,767+39.9% | $135,380-20.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.79% | 5.46%-15.2pp | 2.43%-12.2pp | 519.81%-529.6pp |
| Employer contribution / active EE | $3,228 | $3,216+0.4% | $2,485+29.9% | $4,779-32.5% |
| Participant deferral / active EE | $993 | $4,508-78.0% | $3,852-74.2% | $5,609-82.3% |
| Admin fee / account holder | $3,050 | $10,749-71.6% | $6,675-54.3% | $10,828-71.8% |