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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 | $130,103 | $81,446+59.7% | $103,374+25.9% | $80,874+60.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -16.79% | 25.57%-42.4pp | 24.89%-41.7pp | 35.62%-52.4pp |
| Employer contribution / active EE | $15,364 | $3,107+394.5% | $3,869+297.1% | $2,756+457.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,808 | $6,715+46.1% | $8,394+16.8% | $6,935+41.4% |