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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 | $150,948 | $86,949+73.6% | $102,460+47.3% | $80,959+86.5% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | -32.61% | 18.89%-51.5pp | 29.47%-62.1pp | 35.67%-68.3pp |
| Employer contribution / active EE | $23,531 | $2,370+893.0% | $3,025+677.8% | $2,757+753.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,660 | $8,048+82.2% | $9,460+55.0% | $6,925+111.7% |