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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 | $118,719 | $106,524+11.4% | $152,301-22.0% | $87,485+35.7% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.4%+16.3pp | 68.9%+29.8pp |
| Annual return | -6.18% | 26.89%-33.1pp | 80.50%-86.7pp | 26.06%-32.2pp |
| Employer contribution / active EE | $6,415 | $3,371+90.3% | $4,624+38.7% | $2,596+147.1% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,689 | $8,287-79.6% | $14,398-88.3% | $7,775-78.3% |