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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 | $139,075 | $158,852-12.4% | $121,220+14.7% | $135,379+2.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -14.26% | -0.64%-13.6pp | 16.94%-31.2pp | 519.79%-534.0pp |
| Employer contribution / active EE | $29,688 | $5,666+424.0% | $4,023+638.0% | $4,779+521.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $354 | $6,515-94.6% | $5,021-93.0% | $10,828-96.7% |