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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 | $84,276 | $76,371+10.4% | $93,621-10.0% | $72,975+15.5% |
| Participation rate | 98.4% | 71.8%+26.6pp | 75.8%+22.6pp | 69.5%+28.9pp |
| Annual return | -6.97% | 25.82%-32.8pp | 32.76%-39.7pp | 81.01%-88.0pp |
| Employer contribution / active EE | $9,315 | $2,276+309.3% | $2,719+242.6% | $2,440+281.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,188 | $6,839-38.8% | $7,890-46.9% | $5,124-18.3% |